United Advisor Group, LLC Ishares Tr Russell 200 ETF Transaction History

United Advisor Group, LLC

$422 Million
Q3 2024

A detailed history of United Advisor Group, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, United Advisor Group, LLC holds 2,025 shares of IWL stock, worth $298,019. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,025

Holding current value

$298,019

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 30, 2024	BUY	$126.32 - $140.44 $255,798 - $284,391	2,025 New	2,025 $284,000

Others Institutions Holding IWL

# of Institutions

166

Shares Held

7.17M

Call Options Held

Put Options Held

Tompkins Financial Corp

1.01M
Shares

$149 Million
13.68% of portfolio
Morgan Stanley New York, NY

743K
Shares

$109 Million
0.01% of portfolio
Gilbert & Cook, Inc.

507K
Shares

$74.6 Million
9.92% of portfolio
Bank Of America Corp Charlotte, NC

412K
Shares

$60.7 Million
0.0% of portfolio
Mc Kinley Carter Wealth Services, Inc.

377K
Shares

$55.5 Million
3.28% of portfolio

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About ISHARES TR RUSSELL 200 ETF

Ticker IWL
Sector ETFs
Industry ETFs

More about IWL

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United Advisor Group, LLC Ishares Tr Russell 200 ETF Transaction History