Annex Advisory Services, LLC Ishares Russell Midcap Value E Transaction History

Annex Advisory Services, LLC

  • $2.76 Billion
  • Q3 2024

A detailed history of Annex Advisory Services, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Annex Advisory Services, LLC holds 3,014 shares of IWS stock, worth $394,653. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,014
Previous 2,463 22.37%
Holding current value
$394,653
Previous $297,000 34.01%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 10, 2024
BUY
$119.52 - $132.25 $65,855 - $72,869
551 Added 22.37%
3,014 $398,000
Q2 2024

Jul 12, 2024
SELL
$117.31 - $125.13 $21,585 - $23,023
-184 Reduced 6.95%
2,463 $297,000
Q1 2024

Apr 12, 2024
BUY
$112.43 - $125.33 $297,602 - $331,748
2,647 New
2,647 $331,000

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
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