Aspire Wealth Management Corp Ishares Tr Russell 200 ETF Transaction History
Aspire Wealth Management Corp
- $174 Million
- Q3 2024
A detailed history of Aspire Wealth Management Corp transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Aspire Wealth Management Corp holds 409 shares of IWL stock, worth $68,773. This represents 0.03% of its overall portfolio holdings.
Number of Shares
409
Previous 408
0.25%
Holding current value
$68,773
Previous $54,000
5.56%
% of portfolio
0.03%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding IWL
# of Institutions
222Shares Held
8.34MCall 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 Corp553KShares$93 Million7.86% of portfolio
-
Gilbert & Cook, Inc.516KShares$86.7 Million11.2% of portfolio
-
Richmond Investment Services, LLC Mequon, WI386KShares$64.9 Million11.93% of portfolio