Values Added Financial LLC Ishares Russell Mid Cap Growth Transaction History
Values Added Financial LLC
- $128 Billion
- Q1 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 $509,552. This represents 0.41% of its overall portfolio holdings.
Number of Shares
4,603
Previous 4,603
-0.0%
Holding current value
$509,552
Previous $481 Million
9.27%
% of portfolio
0.41%
Previous 0.39%
Shares
1 transactions
Others Institutions Holding IWP
# of Institutions
1,082Shares Held
110MCall Options Held
93.3KPut Options Held
6.9K-
Tiaa, Fsb St. Louis, MO11.2MShares$1.24 Billion3.93% of portfolio
-
Morgan Stanley New York, NY11MShares$1.22 Billion0.1% of portfolio
-
Tiaa Trust, National Association Charlotte, NC10.5MShares$1.16 Billion3.67% of portfolio
-
Bank Of America Corp Charlotte, NC5.86MShares$649 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA5.32MShares$589 Million0.15% of portfolio