Smart Wealth LLC Ishares Russell Midcap Value E Transaction History

Smart Wealth LLC

$281 Billion
Q4 2024

A detailed history of Smart Wealth LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Smart Wealth LLC holds 1,736 shares of IWS stock, worth $232,259. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,736

Holding current value

$232,259

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	BUY	$128.08 - $140.32 $222,346 - $243,595	1,736 New	1,736 $225 Million

Others Institutions Holding IWS

# of Institutions

972

Shares Held

94.3M

Call Options Held

36.4K

Put Options Held

1.6K

Tiaa, Fsb St. Louis, MO

12.9M
Shares

$1.73 Billion
5.15% of portfolio
Jones Financial Companies Lllp

9.32M
Shares

$1.25 Billion
1.15% of portfolio
Morgan Stanley New York, NY

7.96M
Shares

$1.07 Billion
0.08% of portfolio
Us Bancorp \De\

4.25M
Shares

$569 Million
0.73% of portfolio
Wells Fargo & Company San Francisco, CA

3.83M
Shares

$512 Million
0.12% of portfolio

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About ISHARES RUSSELL MIDCAP VALUE E

Ticker IWS
Sector ETFs
Industry ETFs

More about IWS

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