Forte Asset Management LLC Ishares Russell Midcap Value E Transaction History
Forte Asset Management LLC
- $184 Million
- Q4 2024
A detailed history of Forte Asset Management LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Forte Asset Management LLC holds 1,985 shares of IWS stock, worth $261,206. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,985
Previous 1,985
-0.0%
Holding current value
$261,206
Previous $262,000
2.29%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding IWS
# of Institutions
988Shares Held
95.9MCall Options Held
36.4KPut Options Held
1.6K-
Tiaa, Fsb St. Louis, MO12.9MShares$1.7 Billion5.15% of portfolio
-
Jones Financial Companies Lllp9.32MShares$1.23 Billion1.15% of portfolio
-
Morgan Stanley New York, NY7.96MShares$1.05 Billion0.08% of portfolio
-
Us Bancorp \De\4.25MShares$559 Million0.73% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.88MShares$511 Million1.81% of portfolio