Values Added Financial LLC Ishares Russell Mid Cap Growth Transaction History
Values Added Financial LLC
- $173 Billion
- Q4 2024
A detailed history of Values Added Financial LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Values Added Financial LLC holds 4,603 shares of IWP stock, worth $621,220. This represents 0.34% of its overall portfolio holdings.
Number of Shares
4,603
Previous 4,603
-0.0%
Holding current value
$621,220
Previous $540 Million
8.07%
% of portfolio
0.34%
Previous 0.34%
Shares
1 transactions
Others Institutions Holding IWP
# of Institutions
1,214Shares Held
116MCall Options Held
84.8KPut Options Held
13.5K-
Morgan Stanley New York, NY18.1MShares$2.44 Billion0.16% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.52 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC7.28MShares$983 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA5.21MShares$704 Million0.15% of portfolio
-
Jones Financial Companies Lllp4.54MShares$612 Million0.55% of portfolio