Shared Vision Wealth Group LLC Ishares Russell Mid Cap Growth Transaction History
Shared Vision Wealth Group LLC
- $236 Billion
- Q3 2025
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 1,635 shares of IWP stock, worth $223,733. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,635
Previous 1,635
-0.0%
Holding current value
$223,733
Previous $231 Million
0.14%
% of portfolio
0.1%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding IWP
# of Institutions
1,318Shares Held
127MCall Options Held
167KPut Options Held
267K-
Morgan Stanley New York, NY19.8MShares$2.71 Billion0.18% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.54 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC6.17MShares$844 Million0.06% of portfolio
-
Jones Financial Companies Lllp5.58MShares$763 Million0.54% of portfolio
-
Envestnet Asset Management Inc5.4MShares$739 Million0.24% of portfolio