Rather & Kittrell, Inc. Ishares Russell Midcap Value E Transaction History

Rather & Kittrell, Inc.

$342 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$112.23 - $123.59 $28,394 - $31,268	-253 Closed	0 $0
Q4 2021 Feb 18, 2022	BUY	$114.04 - $122.75 $28,852 - $31,055	253 New	253 $30,000

Others Institutions Holding IWS

# of Institutions

915

Shares Held

95.5M

Call Options Held

43.6K

Put Options Held

0

Tiaa, Fsb St. Louis, MO

12.9M
Shares

$1.7 Billion
5.15% of portfolio
Jones Financial Companies Lllp

8.29M
Shares

$1.09 Billion
1.16% of portfolio
Morgan Stanley New York, NY

7.93M
Shares

$1.04 Billion
0.08% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.62M
Shares

$605 Million
1.72% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

4.15M
Shares

$544 Million
1.92% of portfolio

About ISHARES RUSSELL MIDCAP VALUE E

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