Annex Advisory Services, LLC Ishares Tr Russell 200 ETF Transaction History
Annex Advisory Services, LLC
- $4.03 Billion
- Q4 2025
A detailed history of Annex Advisory Services, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Annex Advisory Services, LLC holds 75,809 shares of IWL stock, worth $12.7 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
75,809Holding current value
$12.7 Million% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding IWL
# of Institutions
226Shares Held
8.49MCall 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 Corp571KShares$96 Million7.65% of portfolio
-
Gilbert & Cook, Inc.509KShares$85.6 Million11.07% of portfolio
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Richmond Investment Services, LLC Mequon, WI386KShares$64.9 Million11.93% of portfolio