Duncan Williams Asset Management, LLC Ishares Russell Mid Cap Growth Transaction History

Duncan Williams Asset Management, LLC

  • $254 Billion
  • Q4 2024

A detailed history of Duncan Williams Asset Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Duncan Williams Asset Management, LLC holds 9,597 shares of IWP stock, worth $1.32 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
9,597
Previous 9,119 5.24%
Holding current value
$1.32 Million
Previous $1.07 Billion 13.73%
% of portfolio
0.48%
Previous 0.59%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$116.4 - $138.52 $55,639 - $66,212
478 Added 5.24%
9,597 $1.22 Billion
Q3 2024

Oct 03, 2024
BUY
$103.87 - $117.59 $947,190 - $1.07 Million
9,119 New
9,119 $1.07 Billion

Others Institutions Holding IWP

# of Institutions
1,158
Shares Held
106M
Call Options Held
59.8K
Put Options Held
5.2K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Duncan Williams Asset Management, LLC Portfolio

Follow Duncan Williams Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Duncan Williams Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Duncan Williams Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email