Heritage Wealth Advisors Ishares Russell Midcap Value E Transaction History
Heritage Wealth Advisors
- $2.16 Billion
- Q2 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 480,649 shares of IWS stock, worth $63 Million. This represents 2.68% of its overall portfolio holdings.
Number of Shares
480,649
Previous 469,101
2.46%
Holding current value
$63 Million
Previous $58.8 Million
1.29%
% of portfolio
2.68%
Previous 2.16%
Shares
30 transactions
Others Institutions Holding IWS
# of Institutions
913Shares Held
95.4MCall Options Held
43.6KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.7 Billion5.15% of portfolio
-
Jones Financial Companies Lllp8.29MShares$1.09 Billion1.16% of portfolio
-
Morgan Stanley New York, NY7.93MShares$1.04 Billion0.08% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.62MShares$606 Million1.72% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.15MShares$544 Million1.92% of portfolio