Lee Kelleher Wealth Management Ishares Russell Midcap Value E Transaction History
Lee Kelleher Wealth Management
- $136 Billion
- Q1 2025
A detailed history of Lee Kelleher Wealth Management transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Lee Kelleher Wealth Management holds 2,135 shares of IWS stock, worth $275,799. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,135
Previous 2,135
-0.0%
Holding current value
$275,799
Previous $276 Million
2.61%
% of portfolio
0.2%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding IWS
# of Institutions
1,023Shares Held
97.5MCall Options Held
9.5KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.67 Billion5.15% of portfolio
-
Jones Financial Companies Lllp9.96MShares$1.29 Billion0.42% of portfolio
-
Morgan Stanley New York, NY8MShares$1.03 Billion0.07% of portfolio
-
Us Bancorp \De\4.36MShares$563 Million0.74% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.94MShares$510 Million2.1% of portfolio