Afg Fiduciary Services Limited Partnership Ishares Russell Midcap Value E Transaction History

Afg Fiduciary Services Limited Partnership

$313 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$112.23 - $123.59 $219,409 - $241,618	-1,955 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$114.04 - $122.75 $222,948 - $239,976	1,955 New	1,955 $239,000

Others Institutions Holding IWS

# of Institutions

923

Shares Held

94.8M

Call Options Held

43.6K

Put Options Held

Tiaa, Fsb St. Louis, MO

12.9M
Shares

$1.74 Billion
5.15% of portfolio
Jones Financial Companies Lllp

8.29M
Shares

$1.11 Billion
1.16% of portfolio
Morgan Stanley New York, NY

7.93M
Shares

$1.06 Billion
0.08% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.62M
Shares

$620 Million
1.72% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

4.15M
Shares

$557 Million
1.92% of portfolio

View Full List

About ISHARES RUSSELL MIDCAP VALUE E

Ticker IWS
Sector ETFs
Industry ETFs

More about IWS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Afg Fiduciary Services Limited Partnership, based on Form 13F filings with the SEC.

News

Stay updated on Afg Fiduciary Services Limited Partnership with notifications on news.

Account