Liberty Square Wealth Partners LLC Ishares Russell Midcap Value E Transaction History
Liberty Square Wealth Partners LLC
- $289 Billion
- Q2 2025
A detailed history of Liberty Square Wealth Partners LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Liberty Square Wealth Partners LLC holds 2,662 shares of IWS stock, worth $365,572. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,662
Previous 3,441
22.64%
Holding current value
$365,572
Previous $433 Million
18.85%
% of portfolio
0.12%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding IWS
# of Institutions
1,061Shares Held
94.5MCall Options Held
14.6KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.78 Billion5.15% of portfolio
-
Jones Financial Companies Lllp10.8MShares$1.48 Billion1.09% of portfolio
-
Morgan Stanley New York, NY8.16MShares$1.12 Billion0.07% of portfolio
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Wells Fargo & Company San Francisco, CA3.8MShares$522 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$516 Million0.04% of portfolio