Comprehensive Financial Consultants Institutional, Inc. Ishares S&P Small Cap 600 Grow Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$259 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$119.16 - $140.17 $93,898 - $110,453	-788 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$130.52 - $143.62 $102,849 - $113,172	788 New	788 $98,000

Others Institutions Holding IJT

# of Institutions

757

Shares Held

30.7M

Call Options Held

9.6K

Put Options Held

5.7K

Dynasty Wealth Management, LLC St. Petersburg, FL

4.35M
Shares

$623 Million
4.66% of portfolio
Morgan Stanley New York, NY

3.2M
Shares

$457 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.87M
Shares

$267 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.16M
Shares

$165 Million
0.04% of portfolio
Ubs Group Ag

1.14M
Shares

$162 Million
0.04% of portfolio

View Full List

About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
Sector ETFs
Industry ETFs

More about IJT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Financial Consultants Institutional, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Consultants Institutional, Inc. with notifications on news.

Account