Lbj Family Wealth Advisors, Ltd. Ishares Russell Midcap Value E Transaction History
Lbj Family Wealth Advisors, Ltd.
- $172 Million
- Q2 2025
A detailed history of Lbj Family Wealth Advisors, Ltd. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Lbj Family Wealth Advisors, Ltd. holds 126,510 shares of IWS stock, worth $17.3 Million. This represents 9.72% of its overall portfolio holdings.
Number of Shares
126,510
Previous 125,960
0.44%
Holding current value
$17.3 Million
Previous $15.9 Million
5.36%
% of portfolio
9.72%
Previous 10.13%
Shares
30 transactions
Others Institutions Holding IWS
# of Institutions
1,024Shares Held
94.2MCall Options Held
9.5KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.77 Billion5.15% of portfolio
-
Jones Financial Companies Lllp10.1MShares$1.37 Billion1.14% of portfolio
-
Morgan Stanley New York, NY8MShares$1.09 Billion0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA3.79MShares$518 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.74MShares$511 Million0.04% of portfolio