Neumann Capital Management, LLC Ishares Russell Mid Cap Growth Transaction History

Neumann Capital Management, LLC

$280 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	N/A	-2,222 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	N/A	2,222 New	2,222 $256,000

Others Institutions Holding IWP

# of Institutions

1,082

Shares Held

110M

Call Options Held

93.3K

Put Options Held

6.9K

Tiaa, Fsb St. Louis, MO

11.2M
Shares

$1.25 Billion
3.93% of portfolio
Morgan Stanley New York, NY

11M
Shares

$1.22 Billion
0.1% of portfolio
Tiaa Trust, National Association Charlotte, NC

10.5M
Shares

$1.17 Billion
3.67% of portfolio
Bank Of America Corp Charlotte, NC

5.86M
Shares

$651 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

5.32M
Shares

$591 Million
0.15% of portfolio

About ISHARES RUSSELL MID-CAP GROWTH

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