Consolidated Planning Corp Ishares Tr Russell 200 Growth Transaction History

Consolidated Planning Corp

$605 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$150.99 - $175.61 $8,606 - $10,009	-57 Closed	0 $0
Q3 2021 Nov 17, 2021	BUY	$151.1 - $163.27 $8,612 - $9,306	57 New	57 $9,000

Others Institutions Holding IWY

# of Institutions

530

Shares Held

49.9M

Call Options Held

12.3K

Put Options Held

5.1K

Tiaa Trust, National Association Charlotte, NC

6.55M
Shares

$1.59 Billion
4.33% of portfolio
Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.45 Billion
3.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

5.24M
Shares

$1.27 Billion
4.13% of portfolio
First Citizens Bank & Trust CO

5.01M
Shares

$1.22 Billion
16.88% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.06M
Shares

$500 Million
0.12% of portfolio

About ISHARES TR RUSSELL 200 GROWTH

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