Avantax Planning Partners, Inc. Ishares Russell Mid Cap Growth Transaction History
Avantax Planning Partners, Inc.
- $3.11 Billion
- Q2 2025
A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 123,567 shares of IWP stock, worth $17.7 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
123,567
Previous 144,803
14.67%
Holding current value
$17.7 Million
Previous $17 Million
0.73%
% of portfolio
0.55%
Previous 0.61%
Shares
28 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