Consolidated Planning Corp Ishares Tr Russell 200 Value E Transaction History

Consolidated Planning Corp

$637 Million
Q1 2025

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

234

Shares Held

49.5M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

11.2M
Shares

$913 Million
2.87% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$665 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.27M
Shares

$513 Million
2.17% of portfolio
First Citizens Bank & Trust CO

5.84M
Shares

$478 Million
8.06% of portfolio
Envestnet Asset Management Inc

4.09M
Shares

$334 Million
0.11% 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.