Able Wealth Management LLC Ishares Tr Russell 200 Growth Transaction History
Able Wealth Management LLC
- $152 Billion
- Q4 2024
A detailed history of Able Wealth Management LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Able Wealth Management LLC holds 6,397 shares of IWY stock, worth $1.42 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
6,397
Previous 1,322
383.89%
Holding current value
$1.42 Million
Previous $291 Million
417.03%
% of portfolio
0.99%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding IWY
# of Institutions
614Shares Held
57.7MCall Options Held
3.4KPut Options Held
2.2K-
Tiaa Trust, National Association Charlotte, NC6.25MShares$1.38 Billion4.46% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.32 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.37MShares$1.19 Billion4.54% of portfolio
-
First Citizens Bank & Trust CO5.05MShares$1.12 Billion18.48% of portfolio
-
Envestnet Asset Management Inc2.79MShares$618 Million0.22% of portfolio