Flagship Wealth Advisors, LLC Ishares Tr Russell 200 ETF Transaction History

Flagship Wealth Advisors, LLC

$170 Billion
Q4 2024

A detailed history of Flagship Wealth Advisors, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Flagship Wealth Advisors, LLC holds 35 shares of IWL stock, worth $5,196. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$5,196

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$138.92 - $149.97 $4,862 - $5,248	35 New	35 $5.07 Million

Others Institutions Holding IWL

# of Institutions

186

Shares Held

13.3M

Call Options Held

Put Options Held

Prescott Group Capital Management, L.L.C. Tulsa, OK

5.9M
Shares

$876 Million
56.52% of portfolio
Tompkins Financial Corp

1M
Shares

$149 Million
13.62% of portfolio
Morgan Stanley New York, NY

743K
Shares

$110 Million
0.01% of portfolio
Gilbert & Cook, Inc.

504K
Shares

$74.8 Million
10.47% of portfolio
Bank Of America Corp Charlotte, NC

412K
Shares

$61.2 Million
0.0% of portfolio

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About ISHARES TR RUSSELL 200 ETF

Ticker IWL
Sector ETFs
Industry ETFs

More about IWL

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Flagship Wealth Advisors, LLC Ishares Tr Russell 200 ETF Transaction History