Cmc Financial Group Ishares Tr Russell 200 Growth Transaction History

Cmc Financial Group

$56.9 Million
Q2 2024

A detailed history of Cmc Financial Group transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Cmc Financial Group holds 1,335 shares of IWY stock, worth $294,220. This represents 0.5% of its overall portfolio holdings.

Number of Shares

1,335

Holding current value

$294,220

% of portfolio

0.5%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	BUY	$183.56 - $216.15 $245,052 - $288,560	1,335 New	1,335 $286,000
Q4 2020 Jan 25, 2021	SELL	$116.6 - $133.06 $16 Million - $18.3 Million	-137,302 Closed	0 $0
Q3 2020 Nov 04, 2020	BUY	$108.23 - $131.63 $154,985 - $188,494	1,432 Added 1.05%	137,302 $16.7 Million
Q2 2020 Aug 13, 2020	BUY	$80.54 - $107.61 $10.9 Million - $14.6 Million	135,870 New	135,870 $14.5 Million

Others Institutions Holding IWY

# of Institutions

515

Shares Held

52.7M

Call Options Held

Put Options Held

700

Tiaa Trust, National Association Charlotte, NC

6.28M
Shares

$1.38 Billion
4.16% of portfolio
Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.31 Billion
3.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

5.24M
Shares

$1.16 Billion
4.13% of portfolio
First Citizens Bank & Trust CO

5.01M
Shares

$1.1 Billion
16.88% of portfolio
Envestnet Asset Management Inc

2.85M
Shares

$629 Million
0.22% of portfolio

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
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