Private Wealth Asset Management, LLC Ishares Russell Midcap Value E Transaction History
Private Wealth Asset Management, LLC
- $754 Billion
- Q2 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 23,069 shares of IWS stock, worth $3.25 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
23,069
Previous 24,062
4.13%
Holding current value
$3.25 Million
Previous $3.03 Billion
0.57%
% of portfolio
0.4%
Previous 0.44%
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