Wr Wealth Planners, LLC Ishares Tr Russell 200 Growth Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 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 74 shares of IWY stock, worth $20,427. This represents 0.01% of its overall portfolio holdings.
Number of Shares
74
Previous 72
2.78%
Holding current value
$20,427
Previous $15,000
13.33%
% of portfolio
0.01%
Previous 0.0%
Shares
11 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