Trivant Custom Portfolio Group, LLC Ishares Russell Mid Cap Growth Transaction History
Trivant Custom Portfolio Group, LLC
- $174 Billion
- Q1 2025
A detailed history of Trivant Custom Portfolio Group, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Trivant Custom Portfolio Group, LLC holds 1,660 shares of IWP stock, worth $220,680. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,660
Previous 1,661
0.06%
Holding current value
$220,680
Previous $210 Million
7.31%
% of portfolio
0.11%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding IWP
# of Institutions
1,212Shares Held
119MCall Options Held
132KPut Options Held
92.9K-
Morgan Stanley New York, NY18.3MShares$2.43 Billion0.16% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.49 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$1.13 Billion0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA5.09MShares$677 Million0.14% of portfolio
-
Jones Financial Companies Lllp4.86MShares$646 Million0.51% of portfolio