Beacon Financial Advisory LLC Ishares Russell Midcap Value E Transaction History
Beacon Financial Advisory LLC
- $249 Million
- Q2 2024
A detailed history of Beacon Financial Advisory LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 2,644 shares of IWS stock, worth $355,009. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,644
Previous 2,635
0.34%
Holding current value
$355,009
Previous $330,000
3.33%
% of portfolio
0.13%
Previous 0.17%
Shares
14 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