Orca Investment Management, LLC Ishares Tr Russell 200 ETF Transaction History
Orca Investment Management, LLC
- $121 Million
- Q4 2025
A detailed history of Orca Investment Management, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Orca Investment Management, LLC holds 1,214 shares of IWL stock, worth $204,134. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,214
Previous 1,244
2.41%
Holding current value
$204,134
Previous $206,000
0.97%
% of portfolio
0.17%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding IWL
# of Institutions
224Shares Held
8.44MCall 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 Corp571KShares$96 Million7.65% of portfolio
-
Gilbert & Cook, Inc.509KShares$85.6 Million11.07% of portfolio
-
Richmond Investment Services, LLC Mequon, WI386KShares$64.9 Million11.93% of portfolio