Merkkuri Wealth Advisors LLC Ishares Tr Russell 200 ETF Transaction History
Merkkuri Wealth Advisors LLC
- $117 Billion
- Q1 2025
A detailed history of Merkkuri Wealth Advisors LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 2,938 shares of IWL stock, worth $380,265. This represents 0.35% of its overall portfolio holdings.
Number of Shares
2,938
Previous 3,872
24.12%
Holding current value
$380,265
Previous $560 Million
27.94%
% of portfolio
0.35%
Previous 0.44%
Shares
4 transactions
Others Institutions Holding IWL
# of Institutions
195Shares Held
7.47MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY608KShares$78.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$74.8 Million0.01% of portfolio
-
Tompkins Financial Corp577KShares$74.6 Million7.69% of portfolio
-
Gilbert & Cook, Inc.504KShares$65.2 Million10.47% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN368KShares$47.7 Million0.01% of portfolio