Secure Asset Management, LLC Ishares Tr Russell 200 ETF Transaction History
Secure Asset Management, LLC
- $609 Million
- Q4 2025
A detailed history of Secure Asset Management, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Secure Asset Management, LLC holds 2,468 shares of IWL stock, worth $414,994. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,468
Previous 2,210
11.67%
Holding current value
$414,994
Previous $367,000
12.81%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding IWL
# of Institutions
225Shares 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