Caldwell Trust CO Ishares Russell Midcap Value E Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

A detailed history of Caldwell Trust CO transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Caldwell Trust CO holds 17 shares of IWS stock, worth $2,334. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,334

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 23, 2025	BUY	$132.83 - $140.61 $2,258 - $2,390	17 New	17 $2.37 Million

Others Institutions Holding IWS

# of Institutions

1,059

Shares Held

93.6M

Call Options Held

14.6K

Put Options Held

Tiaa, Fsb St. Louis, MO

12.9M
Shares

$1.78 Billion
5.15% of portfolio
Jones Financial Companies Lllp

10.8M
Shares

$1.48 Billion
1.09% of portfolio
Morgan Stanley New York, NY

8.16M
Shares

$1.12 Billion
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

3.8M
Shares

$522 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.76M
Shares

$516 Million
0.04% of portfolio

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About ISHARES RUSSELL MIDCAP VALUE E

Ticker IWS
Sector ETFs
Industry ETFs

More about IWS

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