Shakespeare Wealth Management, Inc. Ishares Russell Mid Cap Growth Transaction History
Shakespeare Wealth Management, Inc.
- $369 Million
- Q4 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 15,111 shares of IWP stock, worth $1.78 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
15,111
Previous 16,127
6.3%
Holding current value
$1.78 Million
Previous $1.89 Million
1.27%
% of portfolio
0.52%
Previous 0.5%
Shares
19 transactions
Others Institutions Holding IWP
# of Institutions
1,229Shares Held
116MCall Options Held
84.8KPut Options Held
13.5K-
Morgan Stanley New York, NY18.1MShares$2.13 Billion0.16% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.32 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC7.28MShares$857 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA5.21MShares$613 Million0.15% of portfolio
-
Jones Financial Companies Lllp4.54MShares$534 Million0.55% of portfolio