Valmark Advisers, Inc. Ishares Tr Russell 200 Growth Transaction History
Valmark Advisers, Inc.
- $6.38 Billion
- Q4 2024
A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Valmark Advisers, Inc. holds 103,499 shares of IWY stock, worth $22.9 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
103,499
Previous 93,108
11.16%
Holding current value
$22.9 Million
Previous $20.5 Million
18.85%
% of portfolio
0.38%
Previous 0.32%
Shares
12 transactions
Others Institutions Holding IWY
# of Institutions
614Shares Held
57.7MCall Options Held
3.4KPut Options Held
2.2K-
Tiaa Trust, National Association Charlotte, NC6.25MShares$1.38 Billion4.46% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.32 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.37MShares$1.19 Billion4.54% of portfolio
-
First Citizens Bank & Trust CO5.05MShares$1.12 Billion18.48% of portfolio
-
Envestnet Asset Management Inc2.79MShares$618 Million0.22% of portfolio