Wr Wealth Planners, LLC Ishares Tr Russell 200 Growth Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 74 shares of IWY stock, worth $14,788. This represents 0.01% of its overall portfolio holdings.
Number of Shares
74
Previous 72
2.78%
Holding current value
$14,788
Previous $15,000
13.33%
% of portfolio
0.01%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding IWY
# of Institutions
616Shares Held
57.6MCall Options Held
3.4KPut Options Held
2.2K-
Tiaa Trust, National Association Charlotte, NC6.25MShares$1.25 Billion4.46% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.19 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.37MShares$1.07 Billion4.54% of portfolio
-
First Citizens Bank & Trust CO4.91MShares$981 Million17.52% of portfolio
-
Envestnet Asset Management Inc2.79MShares$558 Million0.22% of portfolio