C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Ishares Russell2000 Val ETF Transaction History

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

$1.23 Trillion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$162.69 - $181.35 $21.6 Million - $24 Million	132,577 New	132,577 $6.92 Billion

Others Institutions Holding IWN

# of Institutions

1,076

Shares Held

59.3M

Call Options Held

707K

Put Options Held

207K

Bank Of America Corp Charlotte, NC

6.32M
Shares

$1.06 Billion
0.09% of portfolio
Morgan Stanley New York, NY

5.19M
Shares

$869 Million
0.06% of portfolio
Tiaa Trust, National Association Charlotte, NC

2.73M
Shares

$458 Million
1.37% of portfolio
Jones Financial Companies Lllp

2.58M
Shares

$433 Million
0.44% of portfolio
Tiaa, Fsb St. Louis, MO

2.5M
Shares

$418 Million
1.27% of portfolio

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