Oak Harbor Wealth Partners, LLC Ishares Russell Midcap Value E Transaction History
Oak Harbor Wealth Partners, LLC
- $317 Million
- Q2 2024
A detailed history of Oak Harbor Wealth Partners, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 859 shares of IWS stock, worth $113,388. This represents 0.03% of its overall portfolio holdings.
Number of Shares
859
Previous 856
0.35%
Holding current value
$113,388
Previous $107,000
3.74%
% of portfolio
0.03%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding IWS
# of Institutions
913Shares Held
95.4MCall Options Held
43.6KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.71 Billion5.15% of portfolio
-
Jones Financial Companies Lllp8.29MShares$1.09 Billion1.16% of portfolio
-
Morgan Stanley New York, NY7.93MShares$1.05 Billion0.08% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.62MShares$609 Million1.72% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.15MShares$547 Million1.92% of portfolio