Tru Wealth Advisors, LLC Ishares Tr Russell 200 ETF Transaction History

Tru Wealth Advisors, LLC

$1.61 Billion
Q3 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 1,453 shares of IWL stock, worth $208,767. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,453

Holding current value

$208,767

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 16, 2024	BUY	$126.32 - $140.44 $183,542 - $204,059	1,453 New	1,453 $204,000

Others Institutions Holding IWL

# of Institutions

164

Shares Held

7.09M

Call Options Held

Put Options Held

Tompkins Financial Corp

1.01M
Shares

$145 Million
13.68% of portfolio
Morgan Stanley New York, NY

743K
Shares

$107 Million
0.01% of portfolio
Gilbert & Cook, Inc.

507K
Shares

$72.9 Million
9.92% of portfolio
Bank Of America Corp Charlotte, NC

412K
Shares

$59.3 Million
0.0% of portfolio
Mc Kinley Carter Wealth Services, Inc.

377K
Shares

$54.2 Million
3.28% of portfolio

View Full List

About ISHARES TR RUSSELL 200 ETF

Ticker IWL
Sector ETFs
Industry ETFs

More about IWL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tru Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tru Wealth Advisors, LLC with notifications on news.

Account

Tru Wealth Advisors, LLC Ishares Tr Russell 200 ETF Transaction History