Geometric Wealth Advisors Ishares Russell Midcap Value E Transaction History
Geometric Wealth Advisors
- $529 Million
- Q4 2024
A detailed history of Geometric Wealth Advisors transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Geometric Wealth Advisors holds 4,222 shares of IWS stock, worth $554,306. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,222
Previous 4,155
1.61%
Holding current value
$554,306
Previous $549,000
0.55%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding IWS
# of Institutions
1,021Shares Held
97.4MCall Options Held
19.1KPut Options Held
4.8K-
Tiaa, Fsb St. Louis, MO12.9MShares$1.7 Billion5.15% of portfolio
-
Jones Financial Companies Lllp9.32MShares$1.22 Billion1.15% of portfolio
-
Morgan Stanley New York, NY7.93MShares$1.04 Billion0.07% of portfolio
-
Us Bancorp \De\4.25MShares$558 Million0.73% of portfolio
-
Bank Of America Corp Charlotte, NC4.2MShares$551 Million0.05% of portfolio