Marshall & Sterling Wealth Advisors Inc. Ishares Russell Midcap Value E Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 25 shares of IWS stock, worth $3,234. This represents 0.0% of its overall portfolio holdings.
Number of Shares
25
Previous 25
-0.0%
Holding current value
$3,234
Previous $3.23 Million
2.63%
% of portfolio
0.0%
Previous 0.0%
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$563 Million0.74% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.94MShares$510 Million2.1% of portfolio