Cornerstone Planning Group LLC Ishares Tr Russell 200 Growth Transaction History
Cornerstone Planning Group LLC
- $378 Billion
- Q3 2024
A detailed history of Cornerstone Planning Group LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 9,844 shares of IWY stock, worth $2.25 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
9,844
Previous 10,379
5.15%
Holding current value
$2.25 Million
Previous $2.02 Billion
10.27%
% of portfolio
0.59%
Previous 0.58%
Shares
7 transactions
Others Institutions Holding IWY
# of Institutions
528Shares Held
49.9MCall Options Held
12.3KPut Options Held
5.1K-
Tiaa Trust, National Association Charlotte, NC6.55MShares$1.5 Billion4.33% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.36 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.2 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.14 Billion16.88% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.06MShares$470 Million0.12% of portfolio