Blue Bell Private Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History
Blue Bell Private Wealth Management, LLC
- $626 Million
- Q3 2025
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 364 shares of IWL stock, worth $61,206. This represents 0.01% of its overall portfolio holdings.
Number of Shares
364
Previous 385
5.45%
Holding current value
$61,206
Previous $58,000
3.45%
% of portfolio
0.01%
Previous 0.01%
Shares
11 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