C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Ishares Tr Russell 200 ETF Transaction History

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

$1.23 Trillion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$138.92 - $149.97 $2.72 Million - $2.93 Million	19,555 New	19,555 $1.66 Billion

Others Institutions Holding IWL

# of Institutions

199

Shares Held

8.09M

Call Options Held

Put Options Held

Tompkins Financial Corp

1M
Shares

$138 Million
13.62% of portfolio
Morgan Stanley New York, NY

608K
Shares

$83.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

578K
Shares

$79.7 Million
0.01% of portfolio
Gilbert & Cook, Inc.

504K
Shares

$69.4 Million
10.47% of portfolio
Ameriprise Financial Inc Minneapolis, MN

368K
Shares

$50.7 Million
0.01% of portfolio

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About ISHARES TR RUSSELL 200 ETF

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