Lwm Advisors Inc Ishares Russell Midcap Value E Transaction History
Lwm Advisors Inc
- $97.3 Billion
- Q1 2025
A detailed history of Lwm Advisors Inc transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Lwm Advisors Inc holds 32,137 shares of IWS stock, worth $4.3 Million. This represents 4.16% of its overall portfolio holdings.
Number of Shares
32,137
Previous 31,957
0.56%
Holding current value
$4.3 Million
Previous $4.13 Billion
1.99%
% of portfolio
4.16%
Previous 4.15%
Shares
2 transactions
Others Institutions Holding IWS
# of Institutions
1,023Shares Held
97.6MCall Options Held
9.5KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.73 Billion5.15% of portfolio
-
Jones Financial Companies Lllp10.1MShares$1.35 Billion1.14% of portfolio
-
Morgan Stanley New York, NY8MShares$1.07 Billion0.07% of portfolio
-
Us Bancorp \De\4.36MShares$583 Million0.74% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.94MShares$528 Million2.1% of portfolio