Comprehensive Financial Consultants Institutional, Inc. Ishares Tr Russell 200 Growth Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$258 Million
Q1 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$141.01 - $175.1 $13,395 - $16,634	-95 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$150.99 - $175.61 $14,344 - $16,682	95 New	95 $14,000

Others Institutions Holding IWY

# of Institutions

595

Shares Held

51.8M

Call Options Held

4.7K

Put Options Held

6.5K

Tiaa Trust, National Association Charlotte, NC

6.03M
Shares

$1.37 Billion
3.98% of portfolio
Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.35 Billion
3.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

5.12M
Shares

$1.16 Billion
4.56% of portfolio
First Citizens Bank & Trust CO

4.91M
Shares

$1.12 Billion
17.52% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.42M
Shares

$549 Million
0.14% of portfolio

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