Falcon Wealth Planning Ishares Russell Mid Cap Growth Transaction History
Falcon Wealth Planning
- $1 Billion
- Q3 2025
A detailed history of Falcon Wealth Planning transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Falcon Wealth Planning holds 123,899 shares of IWP stock, worth $17.8 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
123,899
Previous 119,818
3.41%
Holding current value
$17.8 Million
Previous $16.6 Million
6.19%
% of portfolio
1.76%
Previous 1.87%
Shares
20 transactions
Others Institutions Holding IWP
# of Institutions
1,310Shares Held
117MCall Options Held
196KPut Options Held
340K-
Morgan Stanley New York, NY19.4MShares$2.78 Billion0.18% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.61 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC6.63MShares$951 Million0.07% of portfolio
-
Jones Financial Companies Lllp5.23MShares$751 Million0.55% of portfolio
-
Wells Fargo & Company San Francisco, CA5.17MShares$742 Million0.15% of portfolio