United Advisor Group, LLC Ishares Tr Russell 200 Growth Transaction History
United Advisor Group, LLC
- $476 Million
- Q4 2024
A detailed history of United Advisor Group, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, United Advisor Group, LLC holds 1,079 shares of IWY stock, worth $232,697. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,079
Previous 918
17.54%
Holding current value
$232,697
Previous $202,000
25.25%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IWY
# of Institutions
614Shares Held
57.7MCall Options Held
3.4KPut Options Held
2.2K-
Tiaa Trust, National Association Charlotte, NC6.25MShares$1.35 Billion4.46% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.28 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.37MShares$1.16 Billion4.54% of portfolio
-
First Citizens Bank & Trust CO5.05MShares$1.09 Billion18.48% of portfolio
-
Envestnet Asset Management Inc2.79MShares$603 Million0.22% of portfolio