Shakespeare Wealth Management, Inc. Ishares Russell Mid Cap Growth Transaction History
Shakespeare Wealth Management, Inc.
- $346 Million
- Q1 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 16,862 shares of IWP stock, worth $1.86 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
16,862
Previous 17,516
3.73%
Holding current value
$1.86 Million
Previous $1.83 Million
5.19%
% of portfolio
0.56%
Previous 0.56%
Shares
16 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