Family Wealth Group, LLC Ishares Tr Russell 200 Growth Transaction History
Family Wealth Group, LLC
- $92.9 Million
- Q3 2024
A detailed history of Family Wealth Group, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Family Wealth Group, LLC holds 18,386 shares of IWY stock, worth $4.41 Million. This represents 4.36% of its overall portfolio holdings.
Number of Shares
18,386
Previous 18,732
1.85%
Holding current value
$4.41 Million
Previous $4.02 Million
0.67%
% of portfolio
4.36%
Previous 4.35%
Shares
4 transactions
Others Institutions Holding IWY
# of Institutions
530Shares Held
49.9MCall Options Held
12.3KPut Options Held
5.1K-
Tiaa Trust, National Association Charlotte, NC6.55MShares$1.57 Billion4.33% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.43 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.26 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.2 Billion16.88% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.06MShares$494 Million0.12% of portfolio