Blue Bell Private Wealth Management, LLC Ishares Russell Midcap Value E Transaction History
Blue Bell Private Wealth Management, LLC
- $502 Million
- Q1 2025
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 556 shares of IWS stock, worth $73,125. This represents 0.01% of its overall portfolio holdings.
Number of Shares
556
Previous 556
-0.0%
Holding current value
$73,125
Previous $71,000
1.41%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding IWS
# of Institutions
1,024Shares Held
97.6MCall Options Held
9.5KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.7 Billion5.15% of portfolio
-
Jones Financial Companies Lllp10.1MShares$1.32 Billion1.14% of portfolio
-
Morgan Stanley New York, NY8MShares$1.05 Billion0.07% of portfolio
-
Us Bancorp \De\4.36MShares$573 Million0.74% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.94MShares$519 Million2.1% of portfolio