Kohmann Bosshard Financial Services, LLC Ishares Tr Russell 200 Growth Transaction History
Kohmann Bosshard Financial Services, LLC
- $826 Million
- Q4 2024
A detailed history of Kohmann Bosshard Financial Services, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Kohmann Bosshard Financial Services, LLC holds 3,610 shares of IWY stock, worth $759,868. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,610
Previous 3,430
5.25%
Holding current value
$759,868
Previous $754,000
12.6%
% of portfolio
0.1%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding IWY
# of Institutions
616Shares Held
57.8MCall Options Held
3.4KPut Options Held
2.2K-
Tiaa Trust, National Association Charlotte, NC6.25MShares$1.31 Billion4.46% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.25 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.37MShares$1.13 Billion4.54% of portfolio
-
First Citizens Bank & Trust CO5.05MShares$1.06 Billion18.48% of portfolio
-
Envestnet Asset Management Inc2.79MShares$588 Million0.22% of portfolio