Yardley Wealth Management LLC Ishares Russell Mid Cap Growth Transaction History
Yardley Wealth Management LLC
- $206 Million
- Q4 2024
A detailed history of Yardley Wealth Management LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Yardley Wealth Management LLC holds 8,800 shares of IWP stock, worth $1.15 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
8,800
Previous 2,200
300.0%
Holding current value
$1.15 Million
Previous $258,000
316.28%
% of portfolio
0.52%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding IWP
# of Institutions
1,215Shares Held
116MCall Options Held
84.8KPut Options Held
13.5K-
Morgan Stanley New York, NY18.1MShares$2.36 Billion0.16% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.46 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC7.28MShares$950 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA5.21MShares$680 Million0.15% of portfolio
-
Jones Financial Companies Lllp4.54MShares$592 Million0.55% of portfolio