One Wealth Management Investment & Advisory Services, LLC Ishares Russell Mid Cap Growth Transaction History
One Wealth Management Investment & Advisory Services, LLC
- $63.1 Billion
- Q4 2024
A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 1,747 shares of IWP stock, worth $235,268. This represents 0.35% of its overall portfolio holdings.
Number of Shares
1,747
Previous 1,747
-0.0%
Holding current value
$235,268
Previous $205 Million
8.07%
% of portfolio
0.35%
Previous 0.36%
Shares
2 transactions
Others Institutions Holding IWP
# of Institutions
1,130Shares Held
104MCall Options Held
59.8KPut Options Held
5.2K-
Tiaa, Fsb St. Louis, MO11.2MShares$1.51 Billion3.93% of portfolio
-
Morgan Stanley New York, NY10.8MShares$1.46 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$960 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA5MShares$673 Million0.14% of portfolio
-
Jones Financial Companies Lllp4.4MShares$593 Million0.53% of portfolio