Rtd Financial Advisors, Inc. Ishares Russell Midcap Value E Transaction History
Rtd Financial Advisors, Inc.
- $781 Million
- Q2 2025
A detailed history of Rtd Financial Advisors, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 140,569 shares of IWS stock, worth $19.8 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
140,569
Previous 169,337
16.99%
Holding current value
$19.8 Million
Previous $21.3 Million
12.92%
% of portfolio
2.38%
Previous 2.87%
Shares
15 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