Sageworth Trust CO Ishares Russell Midcap Value E Transaction History

Sageworth Trust CO

$1.58 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 25, 2023	BUY	$96.57 - $111.69 $19,314 - $22,338	200 New	200 $21,000
Q2 2019 Jul 19, 2019	SELL	$83.93 - $89.74 $755 - $807	-9 Closed	0 $0
Q1 2019 Apr 08, 2019	BUY	$75.3 - $87.47 $677 - $787	9 New	9 $1,000

Others Institutions Holding IWS

# of Institutions

923

Shares Held

94.8M

Call Options Held

43.6K

Put Options Held

0

Tiaa, Fsb St. Louis, MO

12.9M
Shares

$1.74 Billion
5.15% of portfolio
Jones Financial Companies Lllp

8.29M
Shares

$1.11 Billion
1.16% of portfolio
Morgan Stanley New York, NY

7.93M
Shares

$1.06 Billion
0.08% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.62M
Shares

$620 Million
1.72% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

4.15M
Shares

$557 Million
1.92% of portfolio

About ISHARES RUSSELL MIDCAP VALUE E

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