Taylor Hoffman Wealth Management Ishares Russell Midcap Value E Transaction History
Taylor Hoffman Wealth Management
- $243 Million
- Q2 2024
Shares
4 transactions
Others Institutions Holding IWS
# of Institutions
1,024Shares Held
97.5MCall Options Held
9.5KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.78 Billion5.15% of portfolio
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Jones Financial Companies Lllp10.1MShares$1.38 Billion1.14% of portfolio
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Morgan Stanley New York, NY8MShares$1.1 Billion0.07% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA3.94MShares$542 Million2.1% of portfolio
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Wells Fargo & Company San Francisco, CA3.79MShares$520 Million0.11% of portfolio