Fma Wealth Management, LLC Ishares Russell Midcap Value E Transaction History
Fma Wealth Management, LLC
- $124 Billion
- Q2 2024
A detailed history of Fma Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Fma Wealth Management, LLC holds 30,582 shares of IWS stock, worth $3.9 Million. This represents 2.98% of its overall portfolio holdings.
Number of Shares
30,582
Previous 30,520
0.2%
Holding current value
$3.9 Million
Previous $3.83 Billion
3.47%
% of portfolio
2.98%
Previous 3.17%
Shares
3 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