Williams Financial, LLC Ishares Tr Russell 200 Growth Transaction History
Williams Financial, LLC
- $150 Million
- Q2 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 113,145 shares of IWY stock, worth $23.4 Million. This represents 16.16% of its overall portfolio holdings.
Number of Shares
113,145
Previous 7,098,032
98.41%
Holding current value
$23.4 Million
Previous $1.52 Billion
98.41%
% of portfolio
16.16%
Previous 15.79%
Shares
3 transactions
Others Institutions Holding IWY
# of Institutions
512Shares Held
53.6MCall Options Held
5.4KPut Options Held
600-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.3 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.23 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.16 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.26MShares$1.09 Billion17.93% of portfolio
-
Envestnet Asset Management Inc2.85MShares$591 Million0.22% of portfolio