Olistico Wealth, LLC Ishares Russell Midcap Value E Transaction History

Olistico Wealth, LLC

  • $164 Billion
  • Q3 2024

A detailed history of Olistico Wealth, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Olistico Wealth, LLC holds 843 shares of IWS stock, worth $108,671. This represents 0.07% of its overall portfolio holdings.

Number of Shares
843
Previous 1,121 24.8%
Holding current value
$108,671
Previous $135 Million 17.54%
% of portfolio
0.07%
Previous 0.09%

Shares

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

Oct 08, 2024
SELL
$119.52 - $132.25 $33,226 - $36,765
-278 Reduced 24.8%
843 $112 Million
Q2 2024

Jul 09, 2024
BUY
$117.31 - $125.13 $131,504 - $140,270
1,121 New
1,121 $135 Million
Q4 2023

Feb 12, 2024
BUY
$97.63 - $117.08 $170,559 - $204,538
1,747 New
1,747 $203 Million

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 Olistico Wealth, LLC Portfolio

Follow Olistico Wealth, 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 Olistico Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Olistico Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email