Life Wealth Investments, LLC Ishares Russell Midcap Value E Transaction History
Life Wealth Investments, LLC
- $244 Billion
- Q1 2025
A detailed history of Life Wealth Investments, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Life Wealth Investments, LLC holds 36,399 shares of IWS stock, worth $4.47 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
36,399
Previous 20,390
78.51%
Holding current value
$4.47 Million
Previous $2.64 Billion
73.87%
% of portfolio
1.88%
Previous 1.75%
Shares
2 transactions
Others Institutions Holding IWS
# of Institutions
1,020Shares Held
97.5MCall Options Held
9.5KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.59 Billion5.15% of portfolio
-
Jones Financial Companies Lllp9.96MShares$1.22 Billion0.42% of portfolio
-
Morgan Stanley New York, NY8MShares$982 Million0.07% of portfolio
-
Us Bancorp \De\4.36MShares$535 Million0.74% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.94MShares$484 Million2.1% of portfolio