Shepherd Financial Partners LLC Ishares Russell Mid Cap Growth Transaction History
Shepherd Financial Partners LLC
- $976 Million
- Q3 2025
A detailed history of Shepherd Financial Partners LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 1,547 shares of IWP stock, worth $211,691. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,547
Previous 1,547
-0.0%
Holding current value
$211,691
Previous $214,000
2.8%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IWP
# of Institutions
1,320Shares 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