Sovereign Financial Group, Inc. Ishares Tr Russell 200 Growth Transaction History
Sovereign Financial Group, Inc.
- $470 Million
- Q2 2025
A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 7,679 shares of IWY stock, worth $1.96 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
7,679
Previous 8,012
4.16%
Holding current value
$1.96 Million
Previous $1.69 Million
12.22%
% of portfolio
0.4%
Previous 0.4%
Shares
9 transactions
Others Institutions Holding IWY
# of Institutions
606Shares Held
52.5MCall Options Held
4.7KPut Options Held
6.5K-
Tiaa Trust, National Association Charlotte, NC6.03MShares$1.54 Billion3.98% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.51 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.03MShares$1.28 Billion5.08% of portfolio
-
First Citizens Bank & Trust CO4.82MShares$1.23 Billion18.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.42MShares$615 Million0.14% of portfolio