Paradigm, Strategies In Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Paradigm, Strategies In Wealth Management, LLC

$153 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 15, 2021	SELL	$109.39 - $119.47 $51,413 - $56,150	-470 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$96.94 - $112.05 $45,561 - $52,663	470 New	470 $48,000

Others Institutions Holding IWP

# of Institutions

1,086

Shares Held

102M

Call Options Held

59.7K

Put Options Held

5.2K

Tiaa, Fsb St. Louis, MO

11.2M
Shares

$1.47 Billion
3.93% of portfolio
Morgan Stanley New York, NY

10.8M
Shares

$1.41 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

7.13M
Shares

$932 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

5M
Shares

$654 Million
0.14% of portfolio
Jones Financial Companies Lllp

4.4M
Shares

$576 Million
0.53% of portfolio

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