Kcs Wealth Advisory Ishares Russell Mid Cap Growth Transaction History

Kcs Wealth Advisory

$224 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 15, 2020	SELL	$68.8 - $76.63 $18,782 - $20,919	-273 Closed	0 $0
Q3 2019 Oct 29, 2019	BUY	$70.16 - $72.24 $19,153 - $19,721	273 New	273 $0

Others Institutions Holding IWP

# of Institutions

1,071

Shares Held

104M

Call Options Held

63.5K

Put Options Held

1.4K

Tiaa, Fsb St. Louis, MO

11.2M
Shares

$1.32 Billion
3.93% of portfolio
Morgan Stanley New York, NY

10.8M
Shares

$1.27 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

6.25M
Shares

$732 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

5.09M
Shares

$596 Million
0.14% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.27M
Shares

$501 Million
1.46% of portfolio

About ISHARES RUSSELL MID-CAP GROWTH

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