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 $398,361. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,079
Previous 2,429
26.76%
Holding current value
$398,361
Previous $291,000
7.56%
% of portfolio
0.12%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding IWS
# of Institutions
1,024Shares Held
97.6MCall Options Held
9.5KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.67 Billion5.15% of portfolio
-
Jones Financial Companies Lllp10.1MShares$1.3 Billion1.14% of portfolio
-
Morgan Stanley New York, NY8MShares$1.03 Billion0.07% of portfolio
-
Us Bancorp \De\4.36MShares$563 Million0.74% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.94MShares$510 Million2.1% of portfolio