Encompass Wealth Advisors, LLC Ishares Russell Midcap Value E Transaction History

Encompass Wealth Advisors, LLC

$265 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 25, 2021	SELL	$95.27 - $111.97 $2,286 - $2,687	-24 Closed	0 $0
Q4 2020 Mar 09, 2021	BUY	$80.93 - $96.96 $1,942 - $2,327	24 New	24 $2,000

Others Institutions Holding IWS

# of Institutions

923

Shares Held

94.8M

Call Options Held

43.6K

Put Options Held

0

Tiaa, Fsb St. Louis, MO

12.9M
Shares

$1.74 Billion
5.15% of portfolio
Jones Financial Companies Lllp

8.29M
Shares

$1.11 Billion
1.16% of portfolio
Morgan Stanley New York, NY

7.93M
Shares

$1.06 Billion
0.08% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.62M
Shares

$620 Million
1.72% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

4.15M
Shares

$557 Million
1.92% of portfolio

About ISHARES RUSSELL MIDCAP VALUE E

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