Trivant Custom Portfolio Group, LLC Ishares Russell Mid Cap Growth Transaction History
Trivant Custom Portfolio Group, LLC
- $195 Billion
- Q3 2025
A detailed history of Trivant Custom Portfolio Group, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Trivant Custom Portfolio Group, LLC holds 1,660 shares of IWP stock, worth $227,154. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,660
Previous 1,660
-0.0%
Holding current value
$227,154
Previous $230 Million
2.69%
% of portfolio
0.12%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding IWP
# of Institutions
1,319Shares 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