Campbell Wealth Management Ishares Russell Mid Cap Growth Transaction History

Campbell Wealth Management

$1.01 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 02, 2020	SELL	N/A	-509 Closed	0 $0
Q2 2020 Jul 23, 2020	BUY	N/A	509 New	509 $80,000

Others Institutions Holding IWP

# of Institutions

1,082

Shares Held

110M

Call Options Held

93.3K

Put Options Held

6.9K

Tiaa, Fsb St. Louis, MO

11.2M
Shares

$1.24 Billion
3.93% of portfolio
Morgan Stanley New York, NY

11M
Shares

$1.22 Billion
0.1% of portfolio
Tiaa Trust, National Association Charlotte, NC

10.5M
Shares

$1.16 Billion
3.67% of portfolio
Bank Of America Corp Charlotte, NC

5.86M
Shares

$647 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

5.32M
Shares

$587 Million
0.15% of portfolio

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Campbell Wealth Management with notifications on news.