Whitaker Myers Wealth Managers, Ltd. Ishares Russell Midcap Value E Transaction History

Whitaker Myers Wealth Managers, Ltd.

  • $343 Billion
  • Q4 2024

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 28,033 shares of IWS stock, worth $3.77 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
28,033
Previous 25,686 9.14%
Holding current value
$3.77 Million
Previous $3.4 Billion 6.73%
% of portfolio
1.06%
Previous 1.13%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$128.08 - $140.32 $300,603 - $329,331
2,347 Added 9.14%
28,033 $3.63 Billion
Q3 2024

Oct 18, 2024
BUY
$119.52 - $132.25 $262,346 - $290,288
2,195 Added 9.34%
25,686 $3.4 Billion
Q2 2024

Jul 26, 2024
BUY
$117.31 - $125.13 $1.2 Million - $1.28 Million
10,241 Added 77.29%
23,491 $2.84 Billion
Q1 2024

Apr 12, 2024
SELL
$112.43 - $125.33 $89,381 - $99,637
-795 Reduced 5.66%
13,250 $1.66 Billion
Q4 2023

Jan 12, 2024
SELL
$97.63 - $117.08 $9,470 - $11,356
-97 Reduced 0.69%
14,045 $1.63 Billion
Q3 2023

Oct 05, 2023
SELL
$103.48 - $114.68 $2.11 Million - $2.34 Million
-20,379 Reduced 59.03%
14,142 $1.48 Billion
Q2 2023

Jul 13, 2023
BUY
$101.5 - $109.84 $641,378 - $694,078
6,319 Added 22.41%
34,521 $3.79 Billion
Q1 2023

Apr 21, 2023
BUY
$100.22 - $116.23 $1.16 Million - $1.34 Million
11,532 Added 69.18%
28,202 $3 Billion
Q4 2022

Apr 21, 2023
BUY
$96.57 - $111.69 $1.61 Million - $1.86 Million
16,670 New
16,670 $1.76 Billion

Others Institutions Holding IWS

# of Institutions
945
Shares Held
93.5M
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
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