Wr Wealth Planners, LLC Ishares Tr Russell 200 Growth Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 71 shares of IWY stock, worth $15,164. This represents 0.0% of its overall portfolio holdings.
Number of Shares
71
Previous 69
2.9%
Holding current value
$15,164
Previous $13,000
15.38%
% of portfolio
0.0%
Previous 0.0%
Shares
5 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$1.34 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.27 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.19 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.26MShares$1.12 Billion17.93% of portfolio
-
Envestnet Asset Management Inc2.85MShares$609 Million0.22% of portfolio