Shepherd Financial Partners LLC Ishares Russell Midcap Value E Transaction History
Shepherd Financial Partners LLC
- $761 Million
- Q1 2024
A detailed history of Shepherd Financial Partners LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 1,736 shares of IWS stock, worth $208,406. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,736
Previous 1,736
-0.0%
Holding current value
$208,406
Previous $201,000
7.96%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding IWS
# of Institutions
896Shares Held
103MCall Options Held
56.7KPut Options Held
2.2K-
Tiaa, Fsb St. Louis, MO12.9MShares$1.55 Billion5.15% of portfolio
-
Tiaa Trust, National Association Charlotte, NC12.6MShares$1.51 Billion4.83% of portfolio
-
Morgan Stanley New York, NY7.96MShares$956 Million0.08% of portfolio
-
Jones Financial Companies Lllp7.82MShares$939 Million1.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.4MShares$528 Million0.05% of portfolio