New Edge Advisors, LLC Ishares Tr Russell 200 ETF Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, New Edge Advisors, LLC holds 394 shares of IWL stock, worth $66,251. This represents 0.0% of its overall portfolio holdings.
Number of Shares
394
Previous 204
93.14%
Holding current value
$66,251
Previous $31,000
109.68%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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