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

Bcgm Wealth Management, LLC

  • $322 Million
  • Q2 2025

A detailed history of Bcgm Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 2,272 shares of IWS stock, worth $312,013. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,272
Previous 2,566 11.46%
Holding current value
$312,013
Previous $323,000 7.12%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Aug 05, 2025
SELL
$110.58 - $132.14 $32,510 - $38,849
-294 Reduced 11.46%
2,272 $300,000
Q1 2025

May 08, 2025
SELL
$122.59 - $135.24 $1,348 - $1,487
-11 Reduced 0.43%
2,566 $323,000
Q3 2024

Nov 06, 2024
SELL
$119.52 - $132.25 $8,964 - $9,918
-75 Reduced 2.83%
2,577 $340,000
Q2 2024

Jul 30, 2024
BUY
$117.31 - $125.13 $117 - $125
1 Added 0.04%
2,652 $320,000
Q4 2023

Feb 08, 2024
BUY
$97.63 - $117.08 $258,817 - $310,379
2,651 New
2,651 $308,000

Others Institutions Holding IWS

# of Institutions
1,061
Shares Held
94.5M
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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