Strategic Equity Management Ishares Tr Russell 200 ETF Transaction History
Strategic Equity Management
- $240 Million
- Q3 2025
A detailed history of Strategic Equity Management transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Strategic Equity Management holds 40,061 shares of IWL stock, worth $6.74 Million. This represents 2.77% of its overall portfolio holdings.
Number of Shares
40,061
Previous 47,353
15.4%
Holding current value
$6.74 Million
Previous $7.25 Million
8.22%
% of portfolio
2.77%
Previous 2.97%
Shares
20 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