Compass Planning Associates Inc Ishares Russell Mid Cap Growth Transaction History
Compass Planning Associates Inc
- $98.9 Billion
- Q1 2025
A detailed history of Compass Planning Associates Inc transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Compass Planning Associates Inc holds 498 shares of IWP stock, worth $59,829. This represents 0.06% of its overall portfolio holdings.
Number of Shares
498
Previous 498
-0.0%
Holding current value
$59,829
Previous $63.1 Million
7.31%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding IWP
# of Institutions
1,226Shares Held
116MCall Options Held
84.8KPut Options Held
13.5K-
Morgan Stanley New York, NY18.1MShares$2.17 Billion0.16% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.35 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC7.28MShares$875 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA5.21MShares$626 Million0.15% of portfolio
-
Jones Financial Companies Lllp4.54MShares$545 Million0.55% of portfolio