Aj Wealth Strategies, LLC Ishares Russell Midcap Value E Transaction History

Aj Wealth Strategies, LLC

  • $2.07 Billion
  • Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 2,862 shares of IWS stock, worth $400,880. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,862
Previous 2,862 -0.0%
Holding current value
$400,880
Previous $303,000 3.63%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 27, 2022
BUY
$96.05 - $115.74 $83,467 - $100,578
869 Added 43.6%
2,862 $275,000
Q1 2021

May 06, 2021
SELL
$95.27 - $111.97 $52,017 - $61,135
-546 Reduced 21.5%
1,993 $218,000
Q3 2020

Nov 16, 2020
BUY
$74.79 - $85.06 $189,891 - $215,967
2,539 New
2,539 $205,000
Q1 2020

May 15, 2020
SELL
$54.38 - $96.81 $138,070 - $245,800
-2,539 Closed
0 $0
Q4 2019

Feb 14, 2020
SELL
$86.25 - $94.77 $8,193 - $9,003
-95 Reduced 3.61%
2,539 $241,000
Q2 2018

Jul 19, 2018
BUY
$84.61 - $90.01 $222,862 - $237,086
2,634 New
2,634 $233,000

Others Institutions Holding IWS

# of Institutions
940
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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