Phillips Financial Management, LLC Ishares Russell Mid Cap Growth Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
A detailed history of Phillips Financial Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Phillips Financial Management, LLC holds 109 shares of IWP stock, worth $14,721. This represents 0.0% of its overall portfolio holdings.
Number of Shares
109
Previous 109
-0.0%
Holding current value
$14,721
Previous $12,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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$1.52 Billion3.93% of portfolio
-
Morgan Stanley New York, NY10.8MShares$1.46 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$963 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA5MShares$675 Million0.14% of portfolio
-
Jones Financial Companies Lllp4.4MShares$595 Million0.53% of portfolio