Personal Wealth Partners Ishares Russell Midcap Value E Transaction History

Personal Wealth Partners

$0
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 07, 2020	SELL	$54.38 - $96.81 $20,120 - $35,819	-370 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	$83.93 - $89.74 $31,054 - $33,203	370 New	370 $33,000

Others Institutions Holding IWS

# of Institutions

915

Shares Held

95.5M

Call Options Held

43.6K

Put Options Held

0

Tiaa, Fsb St. Louis, MO

12.9M
Shares

$1.7 Billion
5.15% of portfolio
Jones Financial Companies Lllp

8.29M
Shares

$1.09 Billion
1.16% of portfolio
Morgan Stanley New York, NY

7.93M
Shares

$1.04 Billion
0.08% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.62M
Shares

$605 Million
1.72% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

4.15M
Shares

$544 Million
1.92% of portfolio

About ISHARES RUSSELL MIDCAP VALUE E

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