Creative Planning Ishares Tr Russell 200 ETF Transaction History
Creative Planning
- $129 Billion
- Q3 2025
A detailed history of Creative Planning transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Creative Planning holds 17,889 shares of IWL stock, worth $3.01 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
17,889
Previous 17,856
0.18%
Holding current value
$3.01 Million
Previous $2.73 Million
8.67%
% of portfolio
0.0%
Previous 0.0%
Shares
12 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