Balboa Wealth Partners Ishares Russell Midcap Value E Transaction History

Balboa Wealth Partners

$369 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$96.57 - $111.69 $604,431 - $699,067	6,259 New	6,259 $659,000

Others Institutions Holding IWS

# of Institutions

923

Shares Held

94.8M

Call Options Held

43.6K

Put Options Held

0

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

About ISHARES RUSSELL MIDCAP VALUE E

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