Williams Financial, LLC Ishares Tr Russell 200 Growth Transaction History
Williams Financial, LLC
- $150 Million
- Q1 2024
A detailed history of Williams Financial, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Williams Financial, LLC holds 113,147 shares of IWY stock, worth $24.3 Million. This represents 14.69% of its overall portfolio holdings.
Number of Shares
113,147Holding current value
$24.3 Million% of portfolio
14.69%Shares
1 transactions
Others Institutions Holding IWY
# of Institutions
463Shares Held
51.1MCall Options Held
2KPut Options Held
1.2K-
Tiaa Trust, National Association Charlotte, NC5.99MShares$1.28 Billion3.58% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.28 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.76MShares$1.24 Billion4.44% of portfolio
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First Citizens Bank & Trust CO5.43MShares$1.16 Billion17.04% of portfolio
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Envestnet Asset Management Inc2.64MShares$566 Million0.2% of portfolio