Ae Wealth Management LLC Ishares Tr Russell 200 Growth Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 2024
A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Ae Wealth Management LLC holds 650,022 shares of IWY stock, worth $137 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
650,022
Previous 654,101
0.62%
Holding current value
$137 Million
Previous $144 Million
6.25%
% of portfolio
1.47%
Previous 1.48%
Shares
31 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$1.31 Billion4.46% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.25 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.37MShares$1.13 Billion4.54% of portfolio
-
First Citizens Bank & Trust CO5.05MShares$1.06 Billion18.48% of portfolio
-
Envestnet Asset Management Inc2.79MShares$587 Million0.22% of portfolio