Elmwood Wealth Management, Inc. Ishares Russell Mid Cap Growth Transaction History

Elmwood Wealth Management, Inc.

$219 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 05, 2020	SELL	N/A	-13 Closed	0 $0
Q3 2019 Nov 13, 2019	SELL	N/A	-23 Reduced 63.89%	13 $2,000
Q4 2018 Feb 14, 2019	BUY	N/A	36 New	36 $0

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

$1.25 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

$1.17 Billion
3.67% of portfolio
Bank Of America Corp Charlotte, NC

5.86M
Shares

$651 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

5.32M
Shares

$591 Million
0.15% of portfolio

About ISHARES RUSSELL MID-CAP GROWTH

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