Occidental Asset Management, LLC Ishares Russell Mid Cap Growth Transaction History
Occidental Asset Management, LLC
- $530 Million
- Q1 2024
A detailed history of Occidental Asset Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Occidental Asset Management, LLC holds 90,322 shares of IWP stock, worth $9.97 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
90,322
Previous 88,869
1.63%
Holding current value
$9.97 Million
Previous $9.28 Million
11.05%
% of portfolio
1.95%
Previous 1.94%
Shares
41 transactions
Others Institutions Holding IWP
# of Institutions
1,082Shares Held
110MCall Options Held
93.3KPut Options Held
6.9K-
Tiaa, Fsb St. Louis, MO11.2MShares$1.24 Billion3.93% of portfolio
-
Morgan Stanley New York, NY11MShares$1.22 Billion0.1% of portfolio
-
Tiaa Trust, National Association Charlotte, NC10.5MShares$1.16 Billion3.67% of portfolio
-
Bank Of America Corp Charlotte, NC5.86MShares$647 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA5.32MShares$587 Million0.15% of portfolio