Smart Wealth LLC Ishares Russell Midcap Value E Transaction History
Smart Wealth LLC
- $279 Billion
- Q1 2025
A detailed history of Smart Wealth LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Smart Wealth LLC holds 1,854 shares of IWS stock, worth $238,943. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,854
Previous 1,736
6.8%
Holding current value
$238,943
Previous $225 Million
4.01%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding IWS
# of Institutions
1,024Shares Held
97.6MCall Options Held
9.5KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.67 Billion5.15% of portfolio
-
Jones Financial Companies Lllp10.1MShares$1.3 Billion1.14% of portfolio
-
Morgan Stanley New York, NY8MShares$1.03 Billion0.07% of portfolio
-
Us Bancorp \De\4.36MShares$561 Million0.74% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.94MShares$508 Million2.1% of portfolio