Family Wealth Group, LLC Ishares Russell Mid Cap Growth Transaction History
Family Wealth Group, LLC
- $92.4 Million
- Q2 2024
A detailed history of Family Wealth Group, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Family Wealth Group, LLC holds 6,620 shares of IWP stock, worth $717,277. This represents 0.79% of its overall portfolio holdings.
Number of Shares
6,620
Previous 6,764
2.13%
Holding current value
$717,277
Previous $772,000
5.44%
% of portfolio
0.79%
Previous 0.89%
Shares
3 transactions
Others Institutions Holding IWP
# of Institutions
1,070Shares Held
104MCall Options Held
63.5KPut Options Held
1.4K-
Tiaa, Fsb St. Louis, MO11.2MShares$1.22 Billion3.93% of portfolio
-
Morgan Stanley New York, NY10.8MShares$1.17 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.25MShares$677 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA5.09MShares$551 Million0.14% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.27MShares$463 Million1.46% of portfolio