Willner & Heller, LLC Ishares Russell Midcap Value E Transaction History
Willner & Heller, LLC
- $87.7 Million
- Q4 2023
A detailed history of Willner & Heller, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Willner & Heller, LLC holds 5,604 shares of IWS stock, worth $676,570. This represents 0.74% of its overall portfolio holdings.
Number of Shares
5,604
Previous 5,401
3.76%
Holding current value
$676,570
Previous $568,000
14.61%
% of portfolio
0.74%
Previous 0.82%
Shares
6 transactions
Others Institutions Holding IWS
# of Institutions
897Shares Held
103MCall Options Held
56.7KPut Options Held
2.2K-
Tiaa, Fsb St. Louis, MO12.9MShares$1.56 Billion5.15% of portfolio
-
Tiaa Trust, National Association Charlotte, NC12.6MShares$1.52 Billion4.83% of portfolio
-
Morgan Stanley New York, NY7.96MShares$961 Million0.08% of portfolio
-
Jones Financial Companies Lllp7.82MShares$944 Million1.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.4MShares$531 Million0.05% of portfolio