Valmark Advisers, Inc. Ishares Tr Russell 200 Growth Transaction History
Valmark Advisers, Inc.
- $6.34 Billion
- Q3 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 93,108 shares of IWY stock, worth $21.9 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
93,108
Previous 93,876
0.82%
Holding current value
$21.9 Million
Previous $20.1 Million
1.74%
% of portfolio
0.32%
Previous 0.35%
Shares
11 transactions
Others Institutions Holding IWY
# of Institutions
530Shares Held
49.9MCall Options Held
12.3KPut Options Held
5.1K-
Tiaa Trust, National Association Charlotte, NC6.55MShares$1.54 Billion4.33% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.4 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.24 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.18 Billion16.88% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.06MShares$485 Million0.12% of portfolio