Evergreen Wealth Solutions, LLC Ishares Russell Midcap Value E Transaction History
Evergreen Wealth Solutions, LLC
- $135 Million
- Q1 2024
A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 4,293 shares of IWS stock, worth $514,859. This represents 0.4% of its overall portfolio holdings.
Number of Shares
4,293
Previous 4,293
-0.0%
Holding current value
$514,859
Previous $499,000
7.82%
% of portfolio
0.4%
Previous 0.43%
Shares
7 transactions
Others Institutions Holding IWS
# of Institutions
895Shares Held
103MCall Options Held
56.7KPut Options Held
2.2K-
Tiaa, Fsb St. Louis, MO12.9MShares$1.55 Billion5.15% of portfolio
-
Tiaa Trust, National Association Charlotte, NC12.6MShares$1.51 Billion4.83% of portfolio
-
Morgan Stanley New York, NY7.96MShares$955 Million0.08% of portfolio
-
Jones Financial Companies Lllp7.82MShares$938 Million1.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.4MShares$528 Million0.05% of portfolio