Veridan Wealth LLC Ishares Tr Russell 200 ETF Transaction History

Veridan Wealth LLC

$213 Billion
Q4 2024

A detailed history of Veridan Wealth LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Veridan Wealth LLC holds 31,420 shares of IWL stock, worth $4.46 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares

31,420

Holding current value

$4.46 Million

% of portfolio

2.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 05, 2025	BUY	$138.92 - $149.97 $4.36 Million - $4.71 Million	31,420 New	31,420 $4.64 Billion

Others Institutions Holding IWL

# of Institutions

199

Shares Held

8.09M

Call Options Held

Put Options Held

Tompkins Financial Corp

1M
Shares

$142 Million
13.62% of portfolio
Morgan Stanley New York, NY

608K
Shares

$86.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

578K
Shares

$82.1 Million
0.01% of portfolio
Gilbert & Cook, Inc.

504K
Shares

$71.5 Million
10.47% of portfolio
Ameriprise Financial Inc Minneapolis, MN

368K
Shares

$52.3 Million
0.01% of portfolio

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About ISHARES TR RUSSELL 200 ETF

Ticker IWL
Sector ETFs
Industry ETFs

More about IWL

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Veridan Wealth LLC Ishares Tr Russell 200 ETF Transaction History