Cornerstone Planning Group LLC Ishares Tr Russell 200 Growth Transaction History
Cornerstone Planning Group LLC
- $322 Billion
- Q1 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 10,369 shares of IWY stock, worth $2.31 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
10,369
Previous 10,652
2.66%
Holding current value
$2.31 Million
Previous $1.87 Billion
7.1%
% of portfolio
0.62%
Previous 0.62%
Shares
5 transactions
Others Institutions Holding IWY
# of Institutions
462Shares Held
51.1MCall Options Held
2KPut Options Held
1.2K-
Tiaa Trust, National Association Charlotte, NC5.99MShares$1.34 Billion3.58% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.33 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.76MShares$1.28 Billion4.44% of portfolio
-
First Citizens Bank & Trust CO5.43MShares$1.21 Billion17.04% of portfolio
-
Envestnet Asset Management Inc2.64MShares$589 Million0.2% of portfolio