Daymark Wealth Partners, LLC Ishares Russell Midcap Value E Transaction History

Daymark Wealth Partners, LLC

  • $2.95 Billion
  • Q3 2024

A detailed history of Daymark Wealth Partners, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 1,819 shares of IWS stock, worth $236,997. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,819
Previous 2,110 13.79%
Holding current value
$236,997
Previous $254,000 5.51%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$119.52 - $132.25 $34,780 - $38,484
-291 Reduced 13.79%
1,819 $240,000
Q2 2024

Aug 14, 2024
BUY
$117.31 - $125.13 $247,524 - $264,024
2,110 New
2,110 $254,000

Others Institutions Holding IWS

# of Institutions
938
Shares Held
93.3M
Call Options Held
36.4K
Put Options Held
1.6K
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

IWS Quotes by TradingView
  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
Track This Portfolio

Track Daymark Wealth Partners, LLC Portfolio

Follow Daymark Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Daymark Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Daymark Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email