Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. Ishares Russell Mid Cap Growth Transaction History
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
- $574 Million
- Q2 2025
A detailed history of Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. holds 41,319 shares of IWP stock, worth $5.93 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
41,319
Previous 44,644
7.45%
Holding current value
$5.93 Million
Previous $5.25 Million
9.25%
% of portfolio
1.0%
Previous 0.81%
Shares
21 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