Comprehensive Financial Planning, Inc./Pa Ishares Tr Russell 200 Growth Transaction History
Comprehensive Financial Planning, Inc./Pa
- $103 Billion
- Q1 2025
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 1,659 shares of IWY stock, worth $386,231. This represents 0.34% of its overall portfolio holdings.
Number of Shares
1,659
Previous 1,658
0.06%
Holding current value
$386,231
Previous $390 Million
10.24%
% of portfolio
0.34%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding IWY
# of Institutions
596Shares Held
51.8MCall Options Held
4.7KPut Options Held
6.5K-
Tiaa Trust, National Association Charlotte, NC6.03MShares$1.4 Billion3.98% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.38 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.12MShares$1.19 Billion4.56% of portfolio
-
First Citizens Bank & Trust CO4.91MShares$1.14 Billion17.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.42MShares$562 Million0.14% of portfolio