Advanced Research Investment Solutions, LLC Ishares Russell Mid Cap Growth Transaction History

Advanced Research Investment Solutions, LLC

$0
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	SELL	$75.41 - $102.47 $82,196 - $111,692	-1,090 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$89.52 - $114.03 $97,576 - $124,292	1,090 New	1,090 $110,000

Others Institutions Holding IWP

# of Institutions

1,071

Shares Held

104M

Call Options Held

63.5K

Put Options Held

1.4K

Tiaa, Fsb St. Louis, MO

11.2M
Shares

$1.31 Billion
3.93% of portfolio
Morgan Stanley New York, NY

10.8M
Shares

$1.26 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

6.25M
Shares

$730 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

5.09M
Shares

$595 Million
0.14% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.27M
Shares

$499 Million
1.46% of portfolio

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