Hb Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History
Hb Wealth Management, LLC
- $9.75 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding IWL
# of Institutions
172Shares Held
7.16MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1MShares$150 Million13.62% of portfolio
-
Morgan Stanley New York, NY743KShares$111 Million0.01% of portfolio
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Gilbert & Cook, Inc.504KShares$75.6 Million10.47% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$61.9 Million0.0% of portfolio
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Mc Kinley Carter Wealth Services, Inc.365KShares$54.8 Million3.31% of portfolio