Jp Wealth Management, Inc. Ishares Russell Midcap Value E Transaction History
Jp Wealth Management, Inc.
- $124 Billion
- Q1 2025
A detailed history of Jp Wealth Management, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Jp Wealth Management, Inc. holds 5,868 shares of IWS stock, worth $756,267. This represents 0.4% of its overall portfolio holdings.
Number of Shares
5,868
Previous 5,868
-0.0%
Holding current value
$756,267
Previous $519 Million
3.77%
% of portfolio
0.4%
Previous 0.38%
Shares
1 transactions
Others Institutions Holding IWS
# of Institutions
1,024Shares Held
97.6MCall Options Held
9.5KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.67 Billion5.15% of portfolio
-
Jones Financial Companies Lllp10.1MShares$1.3 Billion1.14% of portfolio
-
Morgan Stanley New York, NY8MShares$1.03 Billion0.07% of portfolio
-
Us Bancorp \De\4.36MShares$561 Million0.74% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.94MShares$508 Million2.1% of portfolio