High Mark Wealth Management LLC Ishares Russell Mid Cap Growth Transaction History
High Mark Wealth Management LLC
- $173 Million
- Q4 2024
A detailed history of High Mark Wealth Management LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, High Mark Wealth Management LLC holds 469 shares of IWP stock, worth $55,553. This represents 0.03% of its overall portfolio holdings.
Number of Shares
469
Previous 399
17.54%
Holding current value
$55,553
Previous $46,000
28.26%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding IWP
# of Institutions
1,226Shares Held
116MCall Options Held
84.8KPut Options Held
13.5K-
Morgan Stanley New York, NY18.1MShares$2.14 Billion0.16% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.33 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC7.28MShares$863 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA5.21MShares$617 Million0.15% of portfolio
-
Jones Financial Companies Lllp4.54MShares$537 Million0.55% of portfolio