Atticus Wealth Management, LLC Ishares Russell Midcap Value E Transaction History
Atticus Wealth Management, LLC
- $285 Million
- Q3 2024
A detailed history of Atticus Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 3,755 shares of IWS stock, worth $504,183. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,755
Previous 3,040
23.52%
Holding current value
$504,183
Previous $367,000
35.15%
% of portfolio
0.17%
Previous 0.14%
Shares
18 transactions
Others Institutions Holding IWS
# of Institutions
923Shares Held
94.8MCall Options Held
43.6KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.74 Billion5.15% of portfolio
-
Jones Financial Companies Lllp8.29MShares$1.11 Billion1.16% of portfolio
-
Morgan Stanley New York, NY7.93MShares$1.06 Billion0.08% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.62MShares$620 Million1.72% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.15MShares$557 Million1.92% of portfolio