Northwest Financial Advisors Ishares Russell Midcap Value E Transaction History
Northwest Financial Advisors
- $121 Billion
- Q1 2025
A detailed history of Northwest Financial Advisors transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Northwest Financial Advisors holds 2,119 shares of IWS stock, worth $273,096. This represents 0.22% of its overall portfolio holdings.
Number of Shares
2,119
Previous 2,133
0.66%
Holding current value
$273,096
Previous $276 Million
3.24%
% of portfolio
0.22%
Previous 0.23%
Shares
5 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
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Morgan Stanley New York, NY8MShares$1.03 Billion0.07% of portfolio
-
Us Bancorp \De\4.36MShares$561 Million0.74% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.94MShares$508 Million2.1% of portfolio