New Edge Advisors, LLC Ishares Tr Russell 200 Growth 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 Growth stock. As of the latest transaction made, New Edge Advisors, LLC holds 153,915 shares of IWY stock, worth $42.5 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
153,915
Previous 154,374
0.3%
Holding current value
$42.5 Million
Previous $38.1 Million
10.68%
% of portfolio
0.21%
Previous 0.21%
Shares
17 transactions
Others Institutions Holding IWY
# of Institutions
671Shares 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