Calton & Associates, Inc. Ishares Russell Midcap Value E Transaction History

Calton & Associates, Inc.

$193 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 17, 2018	SELL	$83.92 - $92.83 $92,228 - $102,020	-1,099 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$85.33 - $89.5 $93,777 - $98,360	1,099	1,099 $101,000

Others Institutions Holding IWS

# of Institutions

914

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

$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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