Aprio Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History
Aprio Wealth Management, LLC
- $902 Million
- Q3 2025
A detailed history of Aprio Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 948 shares of IWY stock, worth $261,695. This represents 0.03% of its overall portfolio holdings.
Number of Shares
948
Previous 947
0.11%
Holding current value
$261,695
Previous $233,000
11.16%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding IWY
# of Institutions
672Shares 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