Joseph P. Lucia & Associates, LLC Ishares Russell Mid Cap Growth Transaction History
Joseph P. Lucia & Associates, LLC
- $186 Million
- Q3 2024
A detailed history of Joseph P. Lucia & Associates, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 3,429 shares of IWP stock, worth $445,427. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,429
Previous 3,106
10.4%
Holding current value
$445,427
Previous $342,000
17.54%
% of portfolio
0.22%
Previous 0.2%
Shares
9 transactions
Others Institutions Holding IWP
# of Institutions
1,086Shares Held
102MCall Options Held
59.7KPut Options Held
5.2K-
Tiaa, Fsb St. Louis, MO11.2MShares$1.46 Billion3.93% of portfolio
-
Morgan Stanley New York, NY10.8MShares$1.4 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$926 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA5MShares$650 Million0.14% of portfolio
-
Jones Financial Companies Lllp4.4MShares$572 Million0.53% of portfolio