Centricity Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History
Centricity Wealth Management, LLC
- $125 Billion
- Q2 2025
A detailed history of Centricity Wealth Management, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 1,320 shares of IWL stock, worth $221,958. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,320
Previous 1,320
-0.0%
Holding current value
$221,958
Previous $181 Million
11.43%
% of portfolio
0.16%
Previous 0.16%
Shares
1 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