Southern Wealth Management, LLP Ishares Russell Midcap Value E Transaction History
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
A detailed history of Southern Wealth Management, LLP transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Southern Wealth Management, LLP holds 51,495 shares of IWS stock, worth $6.15 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
51,495
Previous 48,158
6.93%
Holding current value
$6.15 Million
Previous $5.07 Million
7.81%
% of portfolio
2.12%
Previous 2.04%
Shares
14 transactions
Others Institutions Holding IWS
# of Institutions
897Shares 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$952 Million0.08% of portfolio
-
Jones Financial Companies Lllp7.82MShares$934 Million1.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.4MShares$526 Million0.05% of portfolio