Western Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History
Western Wealth Management, LLC
- $1.27 Billion
- Q1 2024
A detailed history of Western Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Western Wealth Management, LLC holds 7,053 shares of IWY stock, worth $1.57 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,053
Previous 7,331
3.79%
Holding current value
$1.57 Million
Previous $1.28 Million
7.17%
% of portfolio
0.11%
Previous 0.09%
Shares
21 transactions
Others Institutions Holding IWY
# of Institutions
462Shares Held
51.1MCall Options Held
2KPut Options Held
1.2K-
Tiaa Trust, National Association Charlotte, NC5.99MShares$1.34 Billion3.58% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.33 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.76MShares$1.28 Billion4.44% of portfolio
-
First Citizens Bank & Trust CO5.43MShares$1.21 Billion17.04% of portfolio
-
Envestnet Asset Management Inc2.64MShares$589 Million0.2% of portfolio