Taylor & Morgan Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History
Taylor & Morgan Wealth Management, LLC
- $146 Million
- Q3 2024
A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 11,410 shares of IWP stock, worth $1.53 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
11,410
Previous 11,485
0.65%
Holding current value
$1.53 Million
Previous $1.27 Million
5.6%
% of portfolio
0.92%
Previous 0.91%
Shares
12 transactions
Others Institutions Holding IWP
# of Institutions
1,087Shares 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