First Ascent Asset Management, LLC Ishares Russell Midcap Value E Transaction History
First Ascent Asset Management, LLC
- $892 Billion
- Q4 2023
A detailed history of First Ascent Asset Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, First Ascent Asset Management, LLC holds 15,347 shares of IWS stock, worth $1.96 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
15,347
Previous 14,993
2.36%
Holding current value
$1.96 Million
Previous $1.56 Billion
14.08%
% of portfolio
0.2%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding IWS
# of Institutions
911Shares Held
95.4MCall Options Held
43.6KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.65 Billion5.15% of portfolio
-
Jones Financial Companies Lllp8.29MShares$1.06 Billion1.16% of portfolio
-
Morgan Stanley New York, NY7.93MShares$1.01 Billion0.08% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.62MShares$589 Million1.72% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.15MShares$529 Million1.92% of portfolio