Williams Financial, LLC Ishares Tr Russell 200 Growth Transaction History
Williams Financial, LLC
- $160 Million
- Q3 2024
A detailed history of Williams Financial, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Williams Financial, LLC holds 114,198 shares of IWY stock, worth $27.7 Million. This represents 15.71% of its overall portfolio holdings.
Number of Shares
114,198
Previous 113,145
0.93%
Holding current value
$27.7 Million
Previous $24.3 Million
3.54%
% of portfolio
15.71%
Previous 16.16%
Shares
4 transactions
Others Institutions Holding IWY
# of Institutions
543Shares Held
50.2MCall Options Held
12.3KPut Options Held
5.1K-
Tiaa Trust, National Association Charlotte, NC6.55MShares$1.59 Billion4.33% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.44 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.27 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.05MShares$1.22 Billion18.48% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.06MShares$498 Million0.12% of portfolio