Abound Wealth Management Ishares Russell Midcap Value E Transaction History

Abound Wealth Management

$300 Billion
Q1 2025

A detailed history of Abound Wealth Management transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Abound Wealth Management holds 223 shares of IWS stock, worth $28,851. This represents 0.01% of its overall portfolio holdings.

Number of Shares

223

Previous 223 -0.0%

Holding current value

$28,851

Previous $28.8 Million 2.61%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Aug 08, 2024	SELL	$97.63 - $117.08 $488 - $585	-5 Reduced 2.19%	223 $25.9 Million
Q3 2023 Aug 08, 2024	BUY	$103.48 - $114.68 $517 - $573	5 Added 2.24%	228 $23.8 Million
Q2 2023 Aug 08, 2024	SELL	$101.5 - $109.84 $609 - $659	-6 Reduced 2.62%	223 $24.5 Million
Q1 2023 Aug 07, 2024	BUY	$100.22 - $116.23 $22,950 - $26,616	229 New	229 $24.3 Million
Q4 2022 Aug 07, 2024	BUY	$96.57 - $111.69 $96 - $111	1 Added 0.46%	217 $22.8 Million
Q3 2022 Aug 07, 2024	SELL	$96.05 - $115.74 $1,248 - $1,504	-13 Reduced 5.68%	216 $20.8 Million
Q2 2022 Aug 12, 2024	SELL	$99.42 - $121.64 $695 - $851	-7 Reduced 3.14%	216 $22 Million
Q1 2022 Aug 12, 2024	BUY	$112.23 - $123.59 $10,549 - $11,617	94 Added 77.69%	215 $25.7 Million
Q4 2021 Aug 12, 2024	SELL	$114.04 - $122.75 $11,632 - $12,520	-102 Reduced 45.74%	121 $14.9 Million

Others Institutions Holding IWS

# of Institutions

1,024

Shares Held

97.6M

Call Options Held

9.5K

Put Options Held

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About ISHARES RUSSELL MIDCAP VALUE E

Ticker IWS
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Abound Wealth Management Ishares Russell Midcap Value E Transaction History