Heritage Wealth Advisors Ishares Russell Midcap Value E Transaction History
Heritage Wealth Advisors
- $2.06 Billion
- Q3 2024
A detailed history of Heritage Wealth Advisors transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Heritage Wealth Advisors holds 498,053 shares of IWS stock, worth $64.7 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
498,053
Previous 480,649
3.62%
Holding current value
$64.7 Million
Previous $58 Million
13.5%
% of portfolio
3.2%
Previous 2.68%
Shares
38 transactions
Others Institutions Holding IWS
# of Institutions
938Shares Held
93.3MCall Options Held
36.4KPut Options Held
1.6K-
Tiaa, Fsb St. Louis, MO12.9MShares$1.68 Billion5.15% of portfolio
-
Jones Financial Companies Lllp8.74MShares$1.13 Billion1.19% of portfolio
-
Morgan Stanley New York, NY7.96MShares$1.03 Billion0.08% of portfolio
-
Us Bancorp \De\4.18MShares$543 Million0.71% of portfolio
-
Wells Fargo & Company San Francisco, CA3.83MShares$497 Million0.12% of portfolio