Consolidated Planning Corp Ishares Tr Russell 200 Value E Transaction History

Consolidated Planning Corp

$605 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$65.77 - $70.18 $9,405 - $10,035	-143 Closed	0 $0
Q3 2021 Nov 17, 2021	BUY	$65.07 - $68.62 $9,305 - $9,812	143 New	143 $9,000

Others Institutions Holding IWX

# of Institutions

195

Shares Held

51.7M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

10.6M
Shares

$893 Million
2.58% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$684 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.85M
Shares

$577 Million
1.99% of portfolio
First Citizens Bank & Trust CO

6.31M
Shares

$532 Million
7.86% of portfolio
Envestnet Asset Management Inc

6.02M
Shares

$507 Million
0.16% of portfolio

About ISHARES TR RUSSELL 200 VALUE E

Ticker IWX
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Consolidated Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Consolidated Planning Corp with notifications on news.