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 $433,923. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,079
Previous 2,429
26.76%
Holding current value
$433,923
Previous $291,000
7.56%
% of portfolio
0.12%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding IWS
# of Institutions
1,036Shares Held
93.4MCall Options Held
14.6KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.82 Billion5.15% of portfolio
-
Jones Financial Companies Lllp10.8MShares$1.52 Billion1.09% of portfolio
-
Morgan Stanley New York, NY8.16MShares$1.15 Billion0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA3.8MShares$536 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$530 Million0.04% of portfolio