Align Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History

Align Wealth Management, LLC

$118 Billion
Q4 2022

A detailed history of Align Wealth Management, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Align Wealth Management, LLC holds 8 shares of IWL stock, worth $1,120. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,120

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 09, 2023	BUY	$84.55 - $96.02 $676 - $768	8 New	8 $679,000

Others Institutions Holding IWL

# of Institutions

161

Shares Held

6.96M

Call Options Held

Put Options Held

Tompkins Financial Corp

1.01M
Shares

$142 Million
13.68% of portfolio
Morgan Stanley New York, NY

583K
Shares

$81.7 Million
0.01% of portfolio
Gilbert & Cook, Inc.

483K
Shares

$67.6 Million
9.56% of portfolio
Bank Of America Corp Charlotte, NC

405K
Shares

$56.7 Million
0.0% of portfolio
Mc Kinley Carter Wealth Services, Inc.

377K
Shares

$52.9 Million
3.28% of portfolio

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About ISHARES TR RUSSELL 200 ETF

Ticker IWL
Sector ETFs
Industry ETFs

More about IWL

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Align Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History