A detailed history of Apella Capital, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Apella Capital, LLC holds 2,954 shares of IWS stock, worth $409,513. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,954
Previous 2,943 0.37%
Holding current value
$409,513
Previous $355,000 9.86%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 03, 2024

BUY
$119.52 - $132.25 $1,314 - $1,454
11 Added 0.37%
2,954 $390,000
Q2 2024

Jul 10, 2024

BUY
$117.31 - $125.13 $1,055 - $1,126
9 Added 0.31%
2,943 $355,000
Q1 2024

Apr 10, 2024

BUY
$112.43 - $125.33 $899 - $1,002
8 Added 0.27%
2,934 $367,000
Q4 2023

Jan 05, 2024

BUY
$97.63 - $117.08 $2,733 - $3,278
28 Added 0.97%
2,926 $340,000
Q2 2023

Jul 06, 2023

BUY
$101.5 - $109.84 $913 - $988
9 Added 0.31%
2,898 $318,000
Q4 2022

Jan 10, 2023

BUY
$96.57 - $111.69 $278,990 - $322,672
2,889 New
2,889 $0

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


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

Track Apella Capital, LLC Portfolio

Follow Apella Capital, 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 Apella Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apella Capital, LLC with notifications on news.