Whitaker Myers Wealth Managers, Ltd. Ishares Russell Midcap Value E Transaction History
Whitaker Myers Wealth Managers, Ltd.
- $237 Billion
- Q1 2024
A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 13,250 shares of IWS stock, worth $1.58 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
13,250
Previous 14,045
5.66%
Holding current value
$1.58 Million
Previous $1.63 Billion
1.68%
% of portfolio
0.7%
Previous 0.81%
Shares
6 transactions
Others Institutions Holding IWS
# of Institutions
898Shares 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$935 Million1.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.4MShares$526 Million0.05% of portfolio