West Hill Financial Advisors, Inc. Ishares Russell Midcap Value E Transaction History
West Hill Financial Advisors, Inc.
- $407 Million
- Q1 2024
A detailed history of West Hill Financial Advisors, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 68,393 shares of IWS stock, worth $8.17 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
68,393
Previous 66,259
3.22%
Holding current value
$8.17 Million
Previous $7.71 Million
11.24%
% of portfolio
2.11%
Previous 2.04%
Shares
13 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