Symphony Financial Services, Inc. Ishares Tr Russell 200 Growth Transaction History
Symphony Financial Services, Inc.
- $124 Billion
- Q4 2024
A detailed history of Symphony Financial Services, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Symphony Financial Services, Inc. holds 19,007 shares of IWY stock, worth $4.38 Million. This represents 3.59% of its overall portfolio holdings.
Number of Shares
19,007
Previous 14,695
29.34%
Holding current value
$4.38 Million
Previous $3.23 Billion
38.29%
% of portfolio
3.59%
Previous 2.75%
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$1.44 Billion4.46% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.37 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.37MShares$1.24 Billion4.54% of portfolio
-
First Citizens Bank & Trust CO5.05MShares$1.16 Billion18.48% of portfolio
-
Envestnet Asset Management Inc2.79MShares$644 Million0.22% of portfolio