Ever Source Wealth Advisors, LLC Ishares Russell Midcap Value E Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 11,103 shares of IWS stock, worth $1.34 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
11,103
Previous 3,073
261.31%
Holding current value
$1.34 Million
Previous $385,000
261.3%
% of portfolio
0.11%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding IWS
# of Institutions
894Shares Held
103MCall Options Held
56.7KPut Options Held
2.2K-
Tiaa, Fsb St. Louis, MO12.9MShares$1.56 Billion5.15% of portfolio
-
Tiaa Trust, National Association Charlotte, NC12.6MShares$1.52 Billion4.83% of portfolio
-
Morgan Stanley New York, NY7.96MShares$961 Million0.08% of portfolio
-
Jones Financial Companies Lllp7.82MShares$944 Million1.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.4MShares$531 Million0.05% of portfolio