Lji Wealth Management, LLC Ishares Russell Midcap Value E Transaction History

Lji Wealth Management, LLC

  • $489 Billion
  • Q3 2024

A detailed history of Lji Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Lji Wealth Management, LLC holds 4,700 shares of IWS stock, worth $634,312. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,700
Previous 4,807 2.23%
Holding current value
$634,312
Previous $580 Million 7.09%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Nov 06, 2024
SELL
$119.52 - $132.25 $12,788 - $14,150
-107 Reduced 2.23%
4,700 $622 Million
Q1 2024

May 15, 2024
SELL
$112.43 - $125.33 $19,450 - $21,682
-173 Reduced 3.47%
4,807 $602 Million
Q2 2023

Feb 02, 2024
BUY
$101.5 - $109.84 $14,210 - $15,377
140 Added 2.89%
4,980 $547 Million
Q4 2022

Jan 02, 2024
BUY
$96.57 - $111.69 $467,398 - $540,579
4,840 New
4,840 $510 Million

Others Institutions Holding IWS

# of Institutions
939
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
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