Shared Vision Wealth Group LLC Ishares Russell Mid Cap Growth Transaction History
Shared Vision Wealth Group LLC
- $200 Billion
- Q2 2025
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 1,635 shares of IWP stock, worth $233,690. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,635
Previous 2,008
18.58%
Holding current value
$233,690
Previous $236 Million
1.99%
% of portfolio
0.12%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding IWP
# of Institutions
1,305Shares Held
131MCall Options Held
196KPut Options Held
340K-
Morgan Stanley New York, NY19.4MShares$2.77 Billion0.18% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX14.6MShares$2.08 Billion0.24% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.61 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC6.63MShares$947 Million0.07% of portfolio
-
Jones Financial Companies Lllp5.23MShares$748 Million0.55% of portfolio