Market Street Wealth Management Advisors LLC Ishares Russell Midcap Value E Transaction History

Market Street Wealth Management Advisors LLC

$552 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 31, 2019	SELL	$83.93 - $89.74 $194,381 - $207,837	-2,316 Closed	0 $0
Q1 2019 Apr 15, 2019	BUY	$75.3 - $87.47 $174,394 - $202,580	2,316 New	2,316 $201,000

Others Institutions Holding IWS

# of Institutions

941

Shares Held

93.3M

Call Options Held

36.4K

Put Options Held

1.6K

Tiaa, Fsb St. Louis, MO

12.9M
Shares

$1.74 Billion
5.15% of portfolio
Jones Financial Companies Lllp

8.74M
Shares

$1.17 Billion
1.19% of portfolio
Morgan Stanley New York, NY

7.96M
Shares

$1.07 Billion
0.08% of portfolio
Us Bancorp \De\

4.18M
Shares

$561 Million
0.71% of portfolio
Wells Fargo & Company San Francisco, CA

3.83M
Shares

$514 Million
0.12% of portfolio

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About ISHARES RUSSELL MIDCAP VALUE E

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