Paladin Advisory Group, LLC Ishares Russell Midcap Value E Transaction History

Paladin Advisory Group, LLC

$128 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 21, 2023	BUY	$100.22 - $116.23 $30,466 - $35,333	304 New	304 $32,000
Q1 2022 Apr 15, 2022	BUY	$112.23 - $123.59 $47,473 - $52,278	423 New	423 $50,000

Others Institutions Holding IWS

# of Institutions

923

Shares Held

94.8M

Call Options Held

43.6K

Put Options Held

0

Tiaa, Fsb St. Louis, MO

12.9M
Shares

$1.74 Billion
5.15% of portfolio
Jones Financial Companies Lllp

8.29M
Shares

$1.11 Billion
1.16% of portfolio
Morgan Stanley New York, NY

7.93M
Shares

$1.06 Billion
0.08% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.62M
Shares

$620 Million
1.72% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

4.15M
Shares

$557 Million
1.92% of portfolio

About ISHARES RUSSELL MIDCAP VALUE E

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