Elm3 Financial Group, LLC Ishares Tr Russell 200 Growth Transaction History
Elm3 Financial Group, LLC
- $122 Billion
- Q3 2025
A detailed history of Elm3 Financial Group, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Elm3 Financial Group, LLC holds 2,980 shares of IWY stock, worth $822,629. This represents 0.67% of its overall portfolio holdings.
Number of Shares
2,980
Previous 3,285
9.28%
Holding current value
$822,629
Previous $810 Million
0.7%
% of portfolio
0.67%
Previous 0.67%
Shares
4 transactions
Others Institutions Holding IWY
# of Institutions
672Shares Held
55MCall Options Held
6KPut Options Held
2.7K-
Tiaa, Fsb St. Louis, MO5.94MShares$1.64 Billion3.41% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.94MShares$1.64 Billion4.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.79MShares$1.32 Billion5.5% of portfolio
-
First Citizens Bank & Trust CO4.58MShares$1.26 Billion22.42% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.18MShares$878 Million0.21% of portfolio