James J. Burns & Company, LLC Ishares Russell Midcap Value E Transaction History
James J. Burns & Company, LLC
- $508 Million
- Q2 2024
A detailed history of James J. Burns & Company, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, James J. Burns & Company, LLC holds 49,034 shares of IWS stock, worth $6.43 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
49,034
Previous 37,074
32.26%
Holding current value
$6.43 Million
Previous $4.57 Million
29.56%
% of portfolio
1.16%
Previous 1.6%
Shares
8 transactions
Others Institutions Holding IWS
# of Institutions
915Shares Held
95.5MCall 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$605 Million1.72% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.15MShares$544 Million1.92% of portfolio