High Note Wealth, LLC Ishares Russell Midcap Value E Transaction History
High Note Wealth, LLC
- $425 Million
- Q2 2025
A detailed history of High Note Wealth, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, High Note Wealth, LLC holds 1,037 shares of IWS stock, worth $146,144. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,037
Previous 1,037
-0.0%
Holding current value
$146,144
Previous $130,000
5.38%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding IWS
# of Institutions
1,037Shares Held
93.4MCall Options Held
14.6KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.82 Billion5.15% of portfolio
-
Jones Financial Companies Lllp10.8MShares$1.52 Billion1.09% of portfolio
-
Morgan Stanley New York, NY8.16MShares$1.15 Billion0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA3.8MShares$536 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$530 Million0.04% of portfolio