Blume Capital Management, Inc. Ishares Russell Midcap Value E Transaction History

Blume Capital Management, Inc.

$405 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Feb 12, 2018	SELL	$85.33 - $89.5 $21,759 - $22,822	-255 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$84.38 - $84.93 $21,516 - $21,657	255	255 $22,000

Others Institutions Holding IWS

# of Institutions

913

Shares Held

95.4M

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

$606 Million
1.72% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

4.15M
Shares

$544 Million
1.92% of portfolio

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