Vista Wealth Management Group, LLC Ishares Russell Mid Cap Growth Transaction History
Vista Wealth Management Group, LLC
- $1.47 Billion
- Q1 2025
A detailed history of Vista Wealth Management Group, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 4,000 shares of IWP stock, worth $529,400. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,000
Previous 4,000
-0.0%
Holding current value
$529,400
Previous $507,000
7.3%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding IWP
# of Institutions
1,212Shares Held
119MCall Options Held
132KPut Options Held
92.9K-
Morgan Stanley New York, NY18.3MShares$2.42 Billion0.16% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.49 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$1.12 Billion0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA5.09MShares$674 Million0.14% of portfolio
-
Jones Financial Companies Lllp4.86MShares$643 Million0.51% of portfolio