Global Wealth Management Investment Advisory, Inc. Ishares Russell Midcap Value E Transaction History
Global Wealth Management Investment Advisory, Inc.
- $490 Million
- Q1 2025
A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 7,076 shares of IWS stock, worth $915,492. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,076
Previous 7,203
1.76%
Holding current value
$915,492
Previous $931,000
4.3%
% of portfolio
0.18%
Previous 0.19%
Shares
27 transactions
Others Institutions Holding IWS
# of Institutions
1,024Shares Held
97.6MCall Options Held
9.5KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.67 Billion5.15% of portfolio
-
Jones Financial Companies Lllp10.1MShares$1.3 Billion1.14% of portfolio
-
Morgan Stanley New York, NY8MShares$1.03 Billion0.07% of portfolio
-
Us Bancorp \De\4.36MShares$563 Million0.74% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.94MShares$510 Million2.1% of portfolio