Pinnacle Private Wealth, LLC Ishares Russell Midcap Value E Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
A detailed history of Pinnacle Private Wealth, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 3,079 shares of IWS stock, worth $431,275. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,079
Previous 2,429
26.76%
Holding current value
$431,275
Previous $291,000
7.56%
% of portfolio
0.12%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding IWS
# of Institutions
940Shares Held
93.3MCall Options Held
36.4KPut Options Held
1.6K-
Tiaa, Fsb St. Louis, MO12.9MShares$1.81 Billion5.15% of portfolio
-
Jones Financial Companies Lllp8.74MShares$1.22 Billion1.19% of portfolio
-
Morgan Stanley New York, NY7.96MShares$1.12 Billion0.08% of portfolio
-
Us Bancorp \De\4.18MShares$585 Million0.71% of portfolio
-
Wells Fargo & Company San Francisco, CA3.83MShares$536 Million0.12% of portfolio