Forvis Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 156,772 shares of IWP stock, worth $18.4 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
156,772
Previous 185,023
15.27%
Holding current value
$18.4 Million
Previous $21.1 Million
18.08%
% of portfolio
0.44%
Previous 0.54%
Shares
29 transactions
Others Institutions Holding IWP
# of Institutions
1,071Shares Held
104MCall Options Held
63.5KPut Options Held
1.4K-
Tiaa, Fsb St. Louis, MO11.2MShares$1.32 Billion3.93% of portfolio
-
Morgan Stanley New York, NY10.8MShares$1.27 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.25MShares$732 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA5.09MShares$596 Million0.14% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.27MShares$501 Million1.46% of portfolio