Lws Wealth Advisors, Inc. Ishares Russell Mid Cap Growth Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 04, 2020	SELL	$52.32 - $81.58 $1,726 - $2,692	-33 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$68.8 - $76.63 $2,270 - $2,528	33 New	33 $5,000

Others Institutions Holding IWP

# of Institutions

1,073

Shares Held

103M

Call Options Held

63.3K

Put Options Held

1.4K

Tiaa, Fsb St. Louis, MO

11.2M
Shares

$1.36 Billion
3.93% of portfolio
Morgan Stanley New York, NY

10.8M
Shares

$1.31 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

6.25M
Shares

$758 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

5.09M
Shares

$617 Million
0.14% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.27M
Shares

$518 Million
1.46% of portfolio

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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