Able Wealth Management LLC Ishares Tr Russell 200 Growth Transaction History
Able Wealth Management LLC
- $266 Billion
- Q3 2025
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 5,532 shares of IWY stock, worth $1.53 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
5,532
Previous 4,964
11.44%
Holding current value
$1.53 Million
Previous $1.22 Billion
23.7%
% of portfolio
0.57%
Previous 0.62%
Shares
6 transactions
Others Institutions Holding IWY
# of Institutions
671Shares 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