Joel Isaacson & Co., LLC Ishares Tr Russell 200 Growth Transaction History
Joel Isaacson & Co., LLC
- $2.68 Billion
- Q3 2025
A detailed history of Joel Isaacson & Co., LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 1,775 shares of IWY stock, worth $489,988. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,775
Previous 1,773
0.11%
Holding current value
$489,988
Previous $437,000
10.98%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding IWY
# of Institutions
672Shares Held
55MCall Options Held
6KPut Options Held
2.7K-
Tiaa, Fsb St. Louis, MO5.94MShares$1.64 Billion3.41% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.94MShares$1.64 Billion4.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.79MShares$1.32 Billion5.5% of portfolio
-
First Citizens Bank & Trust CO4.58MShares$1.26 Billion22.42% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.18MShares$878 Million0.21% of portfolio