Balasa Dinverno & Foltz LLC Ishares Russell Midcap Value E Transaction History
Balasa Dinverno & Foltz LLC
- $1.58 Billion
- Q3 2022
A detailed history of Balasa Dinverno & Foltz LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 4,339 shares of IWS stock, worth $532,612. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,339
Previous 4,339
-0.0%
Holding current value
$532,612
Previous $441,000
5.44%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding IWS
# of Institutions
1,020Shares Held
97.5MCall Options Held
9.5KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.59 Billion5.15% of portfolio
-
Jones Financial Companies Lllp9.96MShares$1.22 Billion0.42% of portfolio
-
Morgan Stanley New York, NY8MShares$982 Million0.07% of portfolio
-
Us Bancorp \De\4.36MShares$535 Million0.74% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.94MShares$484 Million2.1% of portfolio