Sugarloaf Wealth Management, LLC Ishares Russell Midcap Value E Transaction History
Sugarloaf Wealth Management, LLC
- $435 Million
- Q1 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,044 shares of IWS stock, worth $125,332. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,044
Previous 1,044
-0.0%
Holding current value
$125,332
Previous $121,000
7.44%
% of portfolio
0.03%
Previous 0.03%
Shares
6 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