Heron Financial Group, LLC Ishares Russell Mid Cap Growth Transaction History
Heron Financial Group, LLC
- $185 Million
- Q2 2023
A detailed history of Heron Financial Group, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Heron Financial Group, LLC holds 84,868 shares of IWP stock, worth $9.95 Million. This represents 4.42% of its overall portfolio holdings.
Number of Shares
84,868
Previous 89,370
5.04%
Holding current value
$9.95 Million
Previous $8.14 Million
0.77%
% of portfolio
4.42%
Previous 4.49%
Shares
15 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