Investmark Advisory Group LLC Ishares Russell Midcap Value E Transaction History
Investmark Advisory Group LLC
- $214 Million
- Q3 2025
A detailed history of Investmark Advisory Group LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Investmark Advisory Group LLC holds 1,639 shares of IWS stock, worth $225,936. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,639Holding current value
$225,936% of portfolio
0.11%Shares
3 transactions
Others Institutions Holding IWS
# of Institutions
1,059Shares Held
93.7MCall Options Held
17.5KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.78 Billion5.15% of portfolio
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Jones Financial Companies Lllp10MShares$1.39 Billion0.96% of portfolio
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Morgan Stanley New York, NY8.25MShares$1.14 Billion0.07% of portfolio
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Wells Fargo & Company San Francisco, CA3.75MShares$517 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC3.68MShares$507 Million0.04% of portfolio