Perfromance Wealth Partners, LLC Ishares Russell Midcap Value E Transaction History
Perfromance Wealth Partners, LLC
- $2.71 Billion
- Q2 2024
A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 17,260 shares of IWS stock, worth $2.2 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
17,260
Previous 18,045
4.35%
Holding current value
$2.2 Million
Previous $2.26 Million
7.87%
% of portfolio
0.08%
Previous 0.09%
Shares
11 transactions
Others Institutions Holding IWS
# of Institutions
911Shares Held
95.4MCall Options Held
43.6KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.65 Billion5.15% of portfolio
-
Jones Financial Companies Lllp8.29MShares$1.06 Billion1.16% of portfolio
-
Morgan Stanley New York, NY7.93MShares$1.01 Billion0.08% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.62MShares$589 Million1.72% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.15MShares$529 Million1.92% of portfolio