High Mark Wealth Management LLC Ishares Russell Mid Cap Growth Transaction History
High Mark Wealth Management LLC
- $198 Million
- Q2 2025
A detailed history of High Mark Wealth Management LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, High Mark Wealth Management LLC holds 141 shares of IWP stock, worth $19,954. This represents 0.01% of its overall portfolio holdings.
Number of Shares
141
Previous 482
70.75%
Holding current value
$19,954
Previous $56,000
66.07%
% of portfolio
0.01%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding IWP
# of Institutions
1,256Shares Held
133MCall Options Held
132KPut Options Held
92.9K-
Morgan Stanley New York, NY18.3MShares$2.59 Billion0.16% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX14.6MShares$2.06 Billion0.24% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.59 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$1.2 Billion0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA5.09MShares$721 Million0.14% of portfolio