Bergan Kdv Wealth Management, LLC Ishares Russell Midcap Value E Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 117 shares of IWS stock, worth $15,444. This represents 0.0% of its overall portfolio holdings.

Number of Shares
117
Previous 254 53.94%
Holding current value
$15,444
Previous $26,000 53.85%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
SELL
$101.5 - $109.84 $13,905 - $15,048
-137 Reduced 53.94%
117 $12,000
Q1 2023

Apr 27, 2023
BUY
$100.22 - $116.23 $13,730 - $15,923
137 Added 117.09%
254 $26,000
Q4 2022

Jan 31, 2023
BUY
$96.57 - $111.69 $11,298 - $13,067
117 New
117 $12,000
Q3 2019

Nov 08, 2019
SELL
$84.39 - $91.13 $23,797 - $25,698
-282 Closed
0 $0
Q2 2019

Aug 12, 2019
SELL
$83.93 - $89.74 $23,080 - $24,678
-275 Reduced 49.37%
282 $25,000
Q2 2018

Jul 23, 2018
BUY
$84.61 - $90.01 $47,127 - $50,135
557 New
557 $49,000

Others Institutions Holding IWS

# of Institutions
913
Shares Held
95.4M
Call Options Held
43.6K
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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