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

Fsc Wealth Advisors, LLC

$149 Million
Q4 2024

A detailed history of Fsc Wealth Advisors, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Fsc Wealth Advisors, LLC holds 3,965 shares of IWL stock, worth $594,631. This represents 0.38% of its overall portfolio holdings.

Number of Shares

3,965

Holding current value

$594,631

% of portfolio

0.38%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	BUY	$138.92 - $149.97 $550,817 - $594,631	3,965 New	3,965 $573,000

Others Institutions Holding IWL

# of Institutions

172

Shares Held

7.16M

Call Options Held

Put Options Held

Tompkins Financial Corp

1M
Shares

$150 Million
13.62% of portfolio
Morgan Stanley New York, NY

743K
Shares

$111 Million
0.01% of portfolio
Gilbert & Cook, Inc.

504K
Shares

$75.6 Million
10.47% of portfolio
Bank Of America Corp Charlotte, NC

412K
Shares

$61.9 Million
0.0% of portfolio
Mc Kinley Carter Wealth Services, Inc.

365K
Shares

$54.8 Million
3.31% of portfolio

View Full List

About ISHARES TR RUSSELL 200 ETF

Ticker IWL
Sector ETFs
Industry ETFs

More about IWL

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