Sugar Maple Asset Management, LLC Ishares Tr Russell 200 Growth Transaction History
Sugar Maple Asset Management, LLC
- $101 Million
- Q2 2024
A detailed history of Sugar Maple Asset Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Sugar Maple Asset Management, LLC holds 23,259 shares of IWY stock, worth $5.24 Million. This represents 4.96% of its overall portfolio holdings.
Number of Shares
23,259
Previous 12,168
91.15%
Holding current value
$5.24 Million
Previous $2.37 Billion
99.79%
% of portfolio
4.96%
Previous 2.29%
Shares
2 transactions
Others Institutions Holding IWY
# of Institutions
516Shares Held
52.7MCall Options Held
6KPut Options Held
700-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.42 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.34 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.18 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.13 Billion16.88% of portfolio
-
Envestnet Asset Management Inc2.85MShares$643 Million0.22% of portfolio