Smart Wealth LLC Ishares Russell Midcap Value E Transaction History
Smart Wealth LLC
- $319 Billion
- Q2 2025
A detailed history of Smart Wealth LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Smart Wealth LLC holds 2,360 shares of IWS stock, worth $324,098. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,360
Previous 1,854
27.29%
Holding current value
$324,098
Previous $234 Million
33.54%
% of portfolio
0.1%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding IWS
# of Institutions
1,047Shares Held
93.4MCall Options Held
14.6KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.78 Billion5.15% of portfolio
-
Jones Financial Companies Lllp10.8MShares$1.48 Billion1.09% of portfolio
-
Morgan Stanley New York, NY8.16MShares$1.12 Billion0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA3.8MShares$522 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$516 Million0.04% of portfolio