Shared Vision Wealth Group LLC Ishares Russell Mid Cap Growth Transaction History
Shared Vision Wealth Group LLC
- $187 Billion
- Q3 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 2,008 shares of IWP stock, worth $269,794. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,008
Previous 2,008
-0.0%
Holding current value
$269,794
Previous $222 Million
6.29%
% of portfolio
0.13%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding IWP
# of Institutions
1,085Shares Held
102MCall Options Held
59.7KPut Options Held
5.2K-
Tiaa, Fsb St. Louis, MO11.2MShares$1.51 Billion3.93% of portfolio
-
Morgan Stanley New York, NY10.8MShares$1.45 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$958 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA5MShares$672 Million0.14% of portfolio
-
Jones Financial Companies Lllp4.4MShares$592 Million0.53% of portfolio