Intergy Private Wealth, LLC Ishares Russell Midcap Value E Transaction History
Intergy Private Wealth, LLC
- $265 Million
- Q4 2024
A detailed history of Intergy Private Wealth, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 7,106 shares of IWS stock, worth $889,031. This represents 0.35% of its overall portfolio holdings.
Number of Shares
7,106
Previous 7,102
0.06%
Holding current value
$889,031
Previous $939,000
2.13%
% of portfolio
0.35%
Previous 0.36%
Shares
10 transactions
Others Institutions Holding IWS
# of Institutions
1,024Shares Held
97.4MCall Options Held
19.1KPut Options Held
4.8K-
Tiaa, Fsb St. Louis, MO12.9MShares$1.62 Billion5.15% of portfolio
-
Jones Financial Companies Lllp9.32MShares$1.17 Billion1.15% of portfolio
-
Morgan Stanley New York, NY7.93MShares$992 Million0.07% of portfolio
-
Us Bancorp \De\4.25MShares$532 Million0.73% of portfolio
-
Bank Of America Corp Charlotte, NC4.2MShares$525 Million0.05% of portfolio