Zimmermann Investment Management & Planning LLC Ishares Tr Russell 200 Growth Transaction History
Zimmermann Investment Management & Planning LLC
- $2.27 Billion
- Q4 2024
A detailed history of Zimmermann Investment Management & Planning LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 1,445 shares of IWY stock, worth $374,255. This represents 14.99% of its overall portfolio holdings.
Number of Shares
1,445
Previous 84,505
98.29%
Holding current value
$374,255
Previous $18.6 Million
1728.26%
% of portfolio
14.99%
Previous 6.47%
Shares
13 transactions
Others Institutions Holding IWY
# of Institutions
618Shares Held
52.8MCall Options Held
6.8KPut Options Held
4.8K-
Tiaa Trust, National Association Charlotte, NC6.1MShares$1.58 Billion3.95% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.54 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.03MShares$1.3 Billion5.08% of portfolio
-
First Citizens Bank & Trust CO4.82MShares$1.25 Billion18.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.41MShares$624 Million0.15% of portfolio