Bellwether Advisors, LLC Ishares Russell Midcap Value E Transaction History

Bellwether Advisors, LLC

  • $457 Million
  • Q1 2025

A detailed history of Bellwether Advisors, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Bellwether Advisors, LLC holds 127,894 shares of IWS stock, worth $17.1 Million. This represents 3.52% of its overall portfolio holdings.

Number of Shares
127,894
Holding current value
$17.1 Million
% of portfolio
3.52%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$122.59 - $135.24 $15.7 Million - $17.3 Million
127,894 New
127,894 $16.1 Million
Q2 2024

Jul 31, 2024
BUY
$117.31 - $125.13 $5.18 Million - $5.53 Million
44,176 New
44,176 $5.33 Million
Q3 2023

Oct 27, 2023
BUY
$103.48 - $114.68 $1.42 Million - $1.58 Million
13,750 New
13,750 $1.43 Million
Q1 2023

May 05, 2023
BUY
$100.22 - $116.23 $9.81 Million - $11.4 Million
97,843 New
97,843 $10.4 Million

Others Institutions Holding IWS

# of Institutions
1,024
Shares Held
97.6M
Call Options Held
9.5K
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
Track This Portfolio

Track Bellwether Advisors, LLC Portfolio

Follow Bellwether Advisors, 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 Bellwether Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bellwether Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email