Arkadios Wealth Advisors Ishares Russell Midcap Value E Transaction History

Arkadios Wealth Advisors

  • $1.64 Billion
  • Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Arkadios Wealth Advisors holds 6,076 shares of IWS stock, worth $842,315. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,076
Previous 5,464 11.2%
Holding current value
$842,315
Previous $659,000 21.85%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 24, 2024
BUY
$119.52 - $132.25 $73,146 - $80,937
612 Added 11.2%
6,076 $803,000
Q2 2024

Jul 29, 2024
SELL
$117.31 - $125.13 $213,152 - $227,361
-1,817 Reduced 24.96%
5,464 $659,000
Q1 2024

Apr 30, 2024
SELL
$112.43 - $125.33 $337 - $375
-3 Reduced 0.04%
7,281 $912,000
Q4 2023

Jan 24, 2024
BUY
$97.63 - $117.08 $135,315 - $162,272
1,386 Added 23.5%
7,284 $847,000
Q3 2023

Oct 13, 2023
BUY
$103.48 - $114.68 $1,241 - $1,376
12 Added 0.2%
5,898 $615,000
Q2 2023

Jul 26, 2023
BUY
$101.5 - $109.84 $40,803 - $44,155
402 Added 7.33%
5,886 $646,000
Q1 2023

May 02, 2023
SELL
$100.22 - $116.23 $3,607 - $4,184
-36 Reduced 0.65%
5,484 $582,000
Q4 2022

Jan 11, 2023
BUY
$96.57 - $111.69 $39,497 - $45,681
409 Added 8.0%
5,520 $0
Q3 2022

Oct 21, 2022
BUY
$96.05 - $115.74 $192 - $231
2 Added 0.04%
5,111 $491,000
Q2 2022

Jul 14, 2022
BUY
$99.42 - $121.64 $30,223 - $36,978
304 Added 6.33%
5,109 $519,000
Q1 2022

May 02, 2022
BUY
$112.23 - $123.59 $208,523 - $229,630
1,858 Added 63.05%
4,805 $575,000
Q4 2021

Feb 03, 2022
SELL
$114.04 - $122.75 $5,017 - $5,401
-44 Reduced 1.47%
2,947 $361,000
Q3 2021

Oct 19, 2021
SELL
$110.67 - $119.04 $86,322 - $92,851
-780 Reduced 20.68%
2,991 $338,000
Q2 2021

Jul 28, 2021
SELL
$110.51 - $117.85 $72,494 - $77,309
-656 Reduced 14.82%
3,771 $433,000
Q1 2021

Apr 26, 2021
SELL
$95.27 - $111.97 $106,226 - $124,846
-1,115 Reduced 20.12%
4,427 $483,000
Q4 2020

Feb 09, 2021
BUY
$80.93 - $96.96 $153,362 - $183,739
1,895 Added 51.96%
5,542 $537,000
Q3 2020

Nov 10, 2020
BUY
$74.79 - $85.06 $74 - $85
1 Added 0.03%
3,647 $312 Million
Q2 2020

Aug 10, 2020
SELL
$59.9 - $85.49 $484,650 - $691,699
-8,091 Reduced 68.94%
3,646 $281 Million
Q1 2020

May 14, 2020
BUY
$54.38 - $96.81 $337,427 - $600,706
6,205 Added 112.17%
11,737 $752 Million
Q4 2019

Feb 14, 2020
BUY
$86.25 - $94.77 $477,135 - $524,267
5,532 New
5,532 $524,000

Others Institutions Holding IWS

# of Institutions
939
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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