Private Wealth Management Group, LLC Ishares Russell Midcap Value E Transaction History
Private Wealth Management Group, LLC
- $363 Billion
- Q3 2025
A detailed history of Private Wealth Management Group, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 502 shares of IWS stock, worth $69,200. This represents 0.02% of its overall portfolio holdings.
Number of Shares
502
Previous 400
25.5%
Holding current value
$69,200
Previous $52.9 Million
32.65%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding IWS
# of Institutions
1,060Shares Held
93.6MCall Options Held
17.5KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.78 Billion5.15% of portfolio
-
Jones Financial Companies Lllp10MShares$1.39 Billion0.96% of portfolio
-
Morgan Stanley New York, NY8.25MShares$1.14 Billion0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA3.75MShares$517 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC3.68MShares$507 Million0.04% of portfolio