Mine & Arao Wealth Creation & Management, Llc. Ishares Russell Midcap Value E Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$215 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	BUY	$101.5 - $109.84 $12,687 - $13,730	125 New	125 $13,000

Others Institutions Holding IWS

# of Institutions

939

Shares Held

93.3M

Call Options Held

36.4K

Put Options Held

1.6K

Tiaa, Fsb St. Louis, MO

12.9M
Shares

$1.79 Billion
5.15% of portfolio
Jones Financial Companies Lllp

8.74M
Shares

$1.21 Billion
1.19% of portfolio
Morgan Stanley New York, NY

7.96M
Shares

$1.1 Billion
0.08% of portfolio
Us Bancorp \De\

4.18M
Shares

$579 Million
0.71% of portfolio
Wells Fargo & Company San Francisco, CA

3.83M
Shares

$531 Million
0.12% of portfolio

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