9258 Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
A detailed history of 9258 Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 45,800 shares of IWP stock, worth $5.95 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
45,800
Previous 45,695
0.23%
Holding current value
$5.95 Million
Previous $5.04 Million
6.53%
% of portfolio
0.81%
Previous 0.79%
Shares
17 transactions
Others Institutions Holding IWP
# of Institutions
1,086Shares Held
102MCall Options Held
59.7KPut Options Held
5.2K-
Tiaa, Fsb St. Louis, MO11.2MShares$1.46 Billion3.93% of portfolio
-
Morgan Stanley New York, NY10.8MShares$1.4 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$926 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA5MShares$650 Million0.14% of portfolio
-
Jones Financial Companies Lllp4.4MShares$572 Million0.53% of portfolio