Montag A & Associates Inc Ishares Russell Midcap Value E Transaction History
Montag A & Associates Inc
- $1.97 Billion
- Q2 2024
A detailed history of Montag A & Associates Inc transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Montag A & Associates Inc holds 4,760 shares of IWS stock, worth $639,125. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,760
Previous 4,760
-0.0%
Holding current value
$639,125
Previous $596,000
3.69%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding IWS
# of Institutions
923Shares Held
94.8MCall Options Held
43.6KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.74 Billion5.15% of portfolio
-
Jones Financial Companies Lllp8.29MShares$1.11 Billion1.16% of portfolio
-
Morgan Stanley New York, NY7.93MShares$1.06 Billion0.08% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.62MShares$620 Million1.72% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.15MShares$557 Million1.92% of portfolio