Leo Wealth, LLC Ishares Russell Mid Cap Growth Transaction History

Leo Wealth, LLC

$1.12 Trillion
Q4 2024

A detailed history of Leo Wealth, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Leo Wealth, LLC holds 1,687 shares of IWP stock, worth $231,321. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,687

Holding current value

$231,321

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 27, 2025	BUY	$116.4 - $138.52 $196,366 - $233,683	1,687 New	1,687 $214 Million

Others Institutions Holding IWP

# of Institutions

1,154

Shares Held

106M

Call Options Held

59.8K

Put Options Held

5.2K

Tiaa, Fsb St. Louis, MO

11.2M
Shares

$1.54 Billion
3.93% of portfolio
Morgan Stanley New York, NY

10.8M
Shares

$1.48 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

7.13M
Shares

$977 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

5M
Shares

$686 Million
0.14% of portfolio
Jones Financial Companies Lllp

4.54M
Shares

$622 Million
0.55% of portfolio

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About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

More about IWP

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