Creative One Wealth, LLC Ishares Tr Russell 200 ETF Transaction History
Creative One Wealth, LLC
- $3.51 Billion
- Q3 2025
A detailed history of Creative One Wealth, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Creative One Wealth, LLC holds 18,868 shares of IWL stock, worth $3.17 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
18,868
Previous 10,467
80.26%
Holding current value
$3.17 Million
Previous $1.6 Million
95.57%
% of portfolio
0.09%
Previous 0.05%
Shares
6 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