Sugarloaf Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History
Sugarloaf Wealth Management, LLC
- $460 Million
- Q2 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,668 shares of IWP stock, worth $195,039. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,668
Previous 1,668
-0.0%
Holding current value
$195,039
Previous $190,000
3.16%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding IWP
# of Institutions
1,071Shares Held
104MCall Options Held
63.5KPut Options Held
1.4K-
Tiaa, Fsb St. Louis, MO11.2MShares$1.31 Billion3.93% of portfolio
-
Morgan Stanley New York, NY10.8MShares$1.26 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.25MShares$730 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA5.09MShares$595 Million0.14% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.27MShares$499 Million1.46% of portfolio