Holos Integrated Wealth LLC Ishares Russell Midcap Value E Transaction History
Holos Integrated Wealth LLC
- $153 Billion
- Q1 2025
A detailed history of Holos Integrated Wealth LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 767 shares of IWS stock, worth $102,708. This represents 0.06% of its overall portfolio holdings.
Number of Shares
767
Previous 767
-0.0%
Holding current value
$102,708
Previous $99.2 Million
2.61%
% of portfolio
0.06%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding IWS
# of Institutions
1,027Shares Held
94.4MCall 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
-
Wells Fargo & Company San Francisco, CA3.79MShares$507 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.74MShares$501 Million0.04% of portfolio