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 $2.17 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
9,844
Previous 10,379
5.15%
Holding current value
$2.17 Million
Previous $2.02 Billion
10.27%
% of portfolio
0.59%
Previous 0.58%
Shares
7 transactions
Others Institutions Holding IWY
# of Institutions
514Shares Held
52.7MCall Options Held
6KPut Options Held
700-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.38 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.31 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.16 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.1 Billion16.88% of portfolio
-
Envestnet Asset Management Inc2.85MShares$629 Million0.22% of portfolio