J.W. Cole Advisors, Inc. Ishares Tr Russell 200 ETF Transaction History
J.W. Cole Advisors, Inc.
- $5.04 Billion
- Q3 2025
A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 2,211 shares of IWL stock, worth $371,779. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,211
Previous 2,209
0.09%
Holding current value
$371,779
Previous $338,000
8.58%
% of portfolio
0.01%
Previous 0.01%
Shares
5 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