Veridan Wealth LLC Ishares Tr Russell 200 ETF Transaction History
Veridan Wealth LLC
- $290 Billion
- Q3 2025
A detailed history of Veridan Wealth LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Veridan Wealth LLC holds 36,218 shares of IWL stock, worth $6.09 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
36,218
Previous 37,911
4.47%
Holding current value
$6.09 Million
Previous $5.21 Billion
15.48%
% of portfolio
2.07%
Previous 2.35%
Shares
4 transactions
Others Institutions Holding IWL
# of Institutions
222Shares Held
8.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY683KShares$115 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC622KShares$105 Million0.01% of portfolio
-
Tompkins Financial Corp553KShares$93 Million7.86% of portfolio
-
Gilbert & Cook, Inc.516KShares$86.7 Million11.2% of portfolio
-
Richmond Investment Services, LLC Mequon, WI386KShares$64.9 Million11.93% of portfolio