Advanced Research Investment Solutions, LLC Ishares Russell Midcap Value E Transaction History

Advanced Research Investment Solutions, LLC

$0
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	SELL	$99.42 - $121.64 $62,137 - $76,025	-625 Reduced 56.92%	473 $48,000
Q1 2022 May 10, 2022	BUY	$112.23 - $123.59 $123,228 - $135,701	1,098 New	1,098 $131,000

Others Institutions Holding IWS

# of Institutions

938

Shares Held

93.3M

Call Options Held

36.4K

Put Options Held

1.6K

Tiaa, Fsb St. Louis, MO

12.9M
Shares

$1.69 Billion
5.15% of portfolio
Jones Financial Companies Lllp

8.74M
Shares

$1.14 Billion
1.19% of portfolio
Morgan Stanley New York, NY

7.96M
Shares

$1.04 Billion
0.08% of portfolio
Us Bancorp \De\

4.18M
Shares

$544 Million
0.71% of portfolio
Wells Fargo & Company San Francisco, CA

3.83M
Shares

$499 Million
0.12% of portfolio

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