Global Wealth Management Investment Advisory, Inc. Ishares Russell Midcap Value E Transaction History
Global Wealth Management Investment Advisory, Inc.
- $429 Million
- Q2 2024
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 7,524 shares of IWS stock, worth $992,415. This represents 0.21% of its overall portfolio holdings.
Number of Shares
7,524
Previous 8,466
11.13%
Holding current value
$992,415
Previous $1.06 Million
14.42%
% of portfolio
0.21%
Previous 0.26%
Shares
24 transactions
Others Institutions Holding IWS
# of Institutions
913Shares Held
95.4MCall Options Held
43.6KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.71 Billion5.15% of portfolio
-
Jones Financial Companies Lllp8.29MShares$1.09 Billion1.16% of portfolio
-
Morgan Stanley New York, NY7.93MShares$1.05 Billion0.08% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.62MShares$609 Million1.72% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.15MShares$547 Million1.92% of portfolio