True Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History
True Wealth Advisors, LLC
- $276 Million
- Q2 2025
A detailed history of True Wealth Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, True Wealth Advisors, LLC holds 2,552 shares of IWP stock, worth $351,384. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,552
Previous 2,552
-0.0%
Holding current value
$351,384
Previous $300,000
17.67%
% of portfolio
0.13%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding IWP
# of Institutions
1,213Shares Held
119MCall Options Held
132KPut Options Held
92.9K-
Morgan Stanley New York, NY18.3MShares$2.52 Billion0.16% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.55 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$1.17 Billion0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA5.09MShares$701 Million0.14% of portfolio
-
Jones Financial Companies Lllp4.86MShares$669 Million0.51% of portfolio