Lloyd Advisory Services, Llc. Ishares Tr Russell 200 Growth Transaction History
Lloyd Advisory Services, Llc.
- $111 Million
- Q3 2024
A detailed history of Lloyd Advisory Services, Llc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Lloyd Advisory Services, Llc. holds 12,976 shares of IWY stock, worth $3.15 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
12,976
Previous 14,778
12.19%
Holding current value
$3.15 Million
Previous $3.17 Million
9.94%
% of portfolio
2.58%
Previous 2.83%
Shares
14 transactions
Others Institutions Holding IWY
# of Institutions
530Shares Held
49.9MCall Options Held
12.3KPut Options Held
5.1K-
Tiaa Trust, National Association Charlotte, NC6.55MShares$1.59 Billion4.33% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.45 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.27 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.22 Billion16.88% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.06MShares$500 Million0.12% of portfolio