Bfsg, LLC Ishares Russell Mid Cap Growth Transaction History

Bfsg, LLC

$865 Million
Q2 2025

A detailed history of Bfsg, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Bfsg, LLC holds 100 shares of IWP stock, worth $14,353. This represents 0.0% of its overall portfolio holdings.

Number of Shares

100

Previous 100 -0.0%

Holding current value

$14,353

Previous $11,000 18.18%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 17, 2025	BUY	$114.9 - $139.6 $11,490 - $13,960	100 New	100 $11,000

Others Institutions Holding IWP

# of Institutions

1,318

Shares Held

117M

Call Options Held

196K

Put Options Held

340K

Morgan Stanley New York, NY

19.4M
Shares

$2.78 Billion
0.18% of portfolio
Tiaa, Fsb St. Louis, MO

11.2M
Shares

$1.61 Billion
3.93% of portfolio
Bank Of America Corp Charlotte, NC

6.63M
Shares

$951 Million
0.07% of portfolio
Jones Financial Companies Lllp

5.23M
Shares

$751 Million
0.55% of portfolio
Wells Fargo & Company San Francisco, CA

5.17M
Shares

$742 Million
0.15% of portfolio

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

More about IWP

Track This Portfolio

Portfolio Update

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

News

Stay updated on Bfsg, LLC with notifications on news.

Account