Warren Averett Asset Management, LLC Ishares Tr Russell 200 ETF Transaction History
Warren Averett Asset Management, LLC
- $7.99 Billion
- Q1 2025
A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 24,365 shares of IWL stock, worth $3.58 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
24,365
Previous 23,798
2.38%
Holding current value
$3.58 Million
Previous $3.44 Million
2.79%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IWL
# of Institutions
205Shares Held
8.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY692KShares$102 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC587KShares$86.2 Million0.01% of portfolio
-
Tompkins Financial Corp577KShares$84.7 Million7.69% of portfolio
-
Gilbert & Cook, Inc.517KShares$75.9 Million10.44% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN350KShares$51.3 Million0.01% of portfolio