Whitaker Myers Wealth Managers, Ltd. Ishares Russell Midcap Value E Transaction History
Whitaker Myers Wealth Managers, Ltd.
- $271 Billion
- Q2 2024
A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 23,491 shares of IWS stock, worth $2.98 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
23,491
Previous 13,250
77.29%
Holding current value
$2.98 Million
Previous $1.66 Billion
70.8%
% of portfolio
1.05%
Previous 0.7%
Shares
7 transactions
Others Institutions Holding IWS
# of Institutions
900Shares Held
103MCall Options Held
56.7KPut Options Held
2.2K-
Tiaa, Fsb St. Louis, MO12.9MShares$1.64 Billion5.15% of portfolio
-
Tiaa Trust, National Association Charlotte, NC12.6MShares$1.6 Billion4.83% of portfolio
-
Morgan Stanley New York, NY7.96MShares$1.01 Billion0.08% of portfolio
-
Jones Financial Companies Lllp7.82MShares$991 Million1.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.4MShares$558 Million0.05% of portfolio