A detailed history of Private Wealth Management Group, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 612 shares of IWS stock, worth $77,118. This represents 0.03% of its overall portfolio holdings.

Number of Shares
612
Previous 122 401.64%
Holding current value
$77,118
Previous $15.3 Million 383.25%
% of portfolio
0.03%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$117.31 - $125.13 $57,481 - $61,313
490 Added 401.64%
612 $73.9 Million
Q4 2023

Feb 08, 2024

BUY
$97.63 - $117.08 $11,910 - $14,283
122 New
122 $14.2 Million

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, 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 Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.