Wharton Business Group, LLC Ishares Tr Russell 200 Growth Transaction History
Wharton Business Group, LLC
- $2.23 Billion
- Q3 2024
A detailed history of Wharton Business Group, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Wharton Business Group, LLC holds 203,216 shares of IWY stock, worth $48.4 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
203,216
Previous 199,656
1.78%
Holding current value
$48.4 Million
Previous $42.8 Million
4.41%
% of portfolio
2.01%
Previous 2.21%
Shares
26 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$1.56 Billion4.33% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.42 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.25 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.19 Billion16.88% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.06MShares$490 Million0.12% of portfolio