Sovereign Financial Group, Inc. Ishares Tr Russell 200 Growth Transaction History
Sovereign Financial Group, Inc.
- $514 Million
- Q3 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 8,092 shares of IWY stock, worth $2.21 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
8,092
Previous 7,679
5.38%
Holding current value
$2.21 Million
Previous $1.89 Million
17.02%
% of portfolio
0.43%
Previous 0.4%
Shares
10 transactions
Others Institutions Holding IWY
# of Institutions
640Shares Held
52.9MCall Options Held
6.8KPut Options Held
4.8K-
Tiaa Trust, National Association Charlotte, NC6.1MShares$1.66 Billion3.95% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.62 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.03MShares$1.37 Billion5.08% of portfolio
-
First Citizens Bank & Trust CO4.82MShares$1.31 Billion18.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.41MShares$657 Million0.15% of portfolio