Values Added Financial LLC Ishares Russell Mid Cap Growth Transaction History
Values Added Financial LLC
- $180 Billion
- Q1 2025
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 $609,207. This represents 0.3% of its overall portfolio holdings.
Number of Shares
4,603
Previous 4,603
-0.0%
Holding current value
$609,207
Previous $583 Million
7.31%
% of portfolio
0.3%
Previous 0.34%
Shares
1 transactions
Others Institutions Holding IWP
# of Institutions
1,212Shares Held
119MCall Options Held
132KPut Options Held
92.9K-
Morgan Stanley New York, NY18.3MShares$2.42 Billion0.16% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.49 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$1.12 Billion0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA5.09MShares$674 Million0.14% of portfolio
-
Jones Financial Companies Lllp4.86MShares$643 Million0.51% of portfolio