Stonebridge Financial Planning Group, LLC Ishares Tr Russell 200 Growth Transaction History
Stonebridge Financial Planning Group, LLC
- $192 Million
- Q2 2024
A detailed history of Stonebridge Financial Planning Group, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 67,742 shares of IWY stock, worth $15.2 Million. This represents 7.58% of its overall portfolio holdings.
Number of Shares
67,742
Previous 68,910
1.69%
Holding current value
$15.2 Million
Previous $13.4 Million
8.09%
% of portfolio
7.58%
Previous 7.41%
Shares
19 transactions
Others Institutions Holding IWY
# of Institutions
518Shares Held
53.1MCall Options Held
5.4KPut Options Held
600-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.41 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.33 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.25 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.12 Billion16.88% of portfolio
-
Envestnet Asset Management Inc2.85MShares$639 Million0.22% of portfolio