United Advisor Group, LLC Ishares Tr Russell 200 Growth Transaction History
United Advisor Group, LLC
- $689 Million
- Q3 2025
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 1,435 shares of IWY stock, worth $396,131. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,435
Previous 1,366
5.05%
Holding current value
$396,131
Previous $336,000
16.67%
% of portfolio
0.06%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding IWY
# of Institutions
672Shares Held
55MCall Options Held
6KPut Options Held
2.7K-
Tiaa, Fsb St. Louis, MO5.94MShares$1.64 Billion3.41% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.94MShares$1.64 Billion4.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.79MShares$1.32 Billion5.5% of portfolio
-
First Citizens Bank & Trust CO4.58MShares$1.26 Billion22.42% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.18MShares$878 Million0.21% of portfolio