Congress Wealth Management LLC Ishares Russell Mid Cap Growth Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Congress Wealth Management LLC holds 13,733 shares of IWP stock, worth $1.8 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,733
Previous 5,595
145.45%
Holding current value
$1.8 Million
Previous $617,000
160.94%
% of portfolio
0.02%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding IWP
# of Institutions
1,081Shares Held
103MCall Options Held
63.3KPut Options Held
1.4K-
Tiaa, Fsb St. Louis, MO11.2MShares$1.47 Billion3.93% of portfolio
-
Morgan Stanley New York, NY10.8MShares$1.42 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.25MShares$819 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA5.09MShares$667 Million0.14% of portfolio
-
Jones Financial Companies Lllp4.4MShares$578 Million0.53% of portfolio