Ae Wealth Management LLC Ishares Russell Mid Cap Growth Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Ae Wealth Management LLC holds 165,701 shares of IWP stock, worth $23.8 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
165,701
Previous 179,651
7.77%
Holding current value
$23.8 Million
Previous $21.1 Million
8.87%
% of portfolio
0.2%
Previous 0.2%
Shares
33 transactions
Others Institutions Holding IWP
# of Institutions
1,310Shares Held
117MCall Options Held
196KPut Options Held
340K-
Morgan Stanley New York, NY19.4MShares$2.78 Billion0.18% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.61 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC6.63MShares$951 Million0.07% of portfolio
-
Jones Financial Companies Lllp5.23MShares$751 Million0.55% of portfolio
-
Wells Fargo & Company San Francisco, CA5.17MShares$742 Million0.15% of portfolio