Engrave Wealth Partners LLC Ishares Russell Midcap Value E Transaction History

Engrave Wealth Partners LLC

$350 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 14, 2020	SELL	$59.9 - $85.49 $9,584 - $13,678	-160 Closed	0 $0
Q4 2019 Mar 12, 2020	BUY	$86.25 - $94.77 $13,800 - $15,163	160 New	160 $15,000

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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