Values Added Financial LLC Ishares Russell Mid Cap Growth Transaction History
Values Added Financial LLC
- $159 Billion
- Q3 2024
A detailed history of Values Added Financial LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Values Added Financial LLC holds 4,603 shares of IWP stock, worth $622,647. This represents 0.34% of its overall portfolio holdings.
Number of Shares
4,603
Previous 4,603
-0.0%
Holding current value
$622,647
Previous $508 Million
6.29%
% of portfolio
0.34%
Previous 0.37%
Shares
1 transactions
Others Institutions Holding IWP
# of Institutions
1,087Shares Held
102MCall Options Held
59.7KPut Options Held
5.2K-
Tiaa, Fsb St. Louis, MO11.2MShares$1.52 Billion3.93% of portfolio
-
Morgan Stanley New York, NY10.8MShares$1.46 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$964 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA5MShares$676 Million0.14% of portfolio
-
Jones Financial Companies Lllp4.4MShares$596 Million0.53% of portfolio