Trademark Financial Management, LLC Ishares Tr Russell 200 Growth Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q3 2024
A detailed history of Trademark Financial Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Trademark Financial Management, LLC holds 950 shares of IWY stock, worth $228,038. This represents 0.17% of its overall portfolio holdings.
Number of Shares
950
Previous 946
0.42%
Holding current value
$228,038
Previous $203 Million
3.04%
% of portfolio
0.17%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding IWY
# of Institutions
530Shares Held
49.9MCall Options Held
12.3KPut Options Held
5.1K-
Tiaa Trust, National Association Charlotte, NC6.55MShares$1.57 Billion4.33% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.43 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.26 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.2 Billion16.88% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.06MShares$494 Million0.12% of portfolio