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

Arcadia Wealth Management, LLC

  • $229 Billion
  • Q2 2025

A detailed history of Arcadia Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Arcadia Wealth Management, LLC holds 5,540 shares of IWS stock, worth $751,556. This represents 0.32% of its overall portfolio holdings.

Number of Shares
5,540
Previous 4,786 15.75%
Holding current value
$751,556
Previous $603 Million 21.41%
% of portfolio
0.32%
Previous 0.3%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$110.58 - $132.14 $83,377 - $99,633
754 Added 15.75%
5,540 $732 Million
Q1 2025

May 05, 2025
BUY
$122.59 - $135.24 $2,696 - $2,975
22 Added 0.46%
4,786 $603 Million
Q4 2024

Jan 23, 2025
SELL
$128.08 - $140.32 $43,419 - $47,568
-339 Reduced 6.64%
4,764 $616 Million
Q3 2024

Nov 07, 2024
SELL
$119.52 - $132.25 $15,179 - $16,795
-127 Reduced 2.43%
5,103 $667 Million
Q2 2024

Jul 26, 2024
SELL
$117.31 - $125.13 $46,572 - $49,676
-397 Reduced 7.06%
5,230 $632 Million
Q1 2024

May 08, 2024
SELL
$112.43 - $125.33 $30,243 - $33,713
-269 Reduced 4.56%
5,627 $705 Million
Q4 2023

Jan 23, 2024
SELL
$97.63 - $117.08 $33,291 - $39,924
-341 Reduced 5.47%
5,896 $686 Million
Q3 2023

Nov 14, 2023
SELL
$103.48 - $114.68 $16,039 - $17,775
-155 Reduced 2.42%
6,237 $651 Million
Q2 2023

Aug 14, 2023
SELL
$101.5 - $109.84 $4.22 Million - $4.56 Million
-41,552 Reduced 86.67%
6,392 $702 Million
Q1 2023

Apr 20, 2023
BUY
$100.22 - $116.23 $263,478 - $305,568
2,629 Added 5.8%
47,944 $5.09 Billion
Q4 2022

Feb 07, 2023
BUY
$96.57 - $111.69 $4.38 Million - $5.06 Million
45,315 New
45,315 $4.77 Billion

Others Institutions Holding IWS

# of Institutions
1,040
Shares Held
93.4M
Call Options Held
14.6K
Put Options Held
0
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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