West Financial Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

West Financial Advisors, LLC

$518 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 15, 2024	BUY	$183.56 - $216.15 $6,608 - $7,781	36 New	36 $7,000

Others Institutions Holding IWY

# of Institutions

515

Shares Held

52.7M

Call Options Held

6K

Put Options Held

700

Tiaa Trust, National Association Charlotte, NC

6.28M
Shares

$1.38 Billion
4.16% of portfolio
Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.31 Billion
3.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

5.24M
Shares

$1.16 Billion
4.13% of portfolio
First Citizens Bank & Trust CO

5.01M
Shares

$1.1 Billion
16.88% of portfolio
Envestnet Asset Management Inc

2.85M
Shares

$629 Million
0.22% of portfolio

About ISHARES TR RUSSELL 200 GROWTH

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