Baron Financial Group, LLC Ishares Russell Midcap Value E Transaction History

Baron Financial Group, LLC

$157 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 09, 2021	SELL	$80.93 - $96.96 $1,618 - $1,939	-20 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$74.79 - $85.06 $1,495 - $1,701	20 New	20 $1,000

Others Institutions Holding IWS

# of Institutions

915

Shares Held

95.5M

Call Options Held

43.6K

Put Options Held

0

Tiaa, Fsb St. Louis, MO

12.9M
Shares

$1.7 Billion
5.15% of portfolio
Jones Financial Companies Lllp

8.29M
Shares

$1.09 Billion
1.16% of portfolio
Morgan Stanley New York, NY

7.93M
Shares

$1.04 Billion
0.08% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.62M
Shares

$605 Million
1.72% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

4.15M
Shares

$544 Million
1.92% of portfolio

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