Northern Oak Wealth Management Inc Ishares Russell Midcap Value E Transaction History
Northern Oak Wealth Management Inc
- $828 Million
- Q2 2024
A detailed history of Northern Oak Wealth Management Inc transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 2,270 shares of IWS stock, worth $297,506. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,270
Previous 2,270
-0.0%
Holding current value
$297,506
Previous $284,000
3.52%
% of portfolio
0.03%
Previous 0.03%
Shares
14 transactions
Others Institutions Holding IWS
# of Institutions
914Shares Held
95.4MCall Options Held
43.6KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.7 Billion5.15% of portfolio
-
Jones Financial Companies Lllp8.29MShares$1.09 Billion1.16% of portfolio
-
Morgan Stanley New York, NY7.93MShares$1.04 Billion0.08% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.62MShares$605 Million1.72% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.15MShares$544 Million1.92% of portfolio