Blue Bell Private Wealth Management, LLC Ishares Russell Midcap Value E Transaction History

Blue Bell Private Wealth Management, LLC

  • $499 Million
  • Q3 2024

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 556 shares of IWS stock, worth $77,878. This represents 0.01% of its overall portfolio holdings.

Number of Shares
556
Previous 556 -0.0%
Holding current value
$77,878
Previous $67,000 8.96%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
BUY
$112.43 - $125.33 $2,923 - $3,258
26 Added 4.91%
556 $69,000
Q4 2023

Jan 25, 2024
BUY
$97.63 - $117.08 $2,440 - $2,927
25 Added 4.95%
530 $61,000
Q1 2021

Apr 23, 2021
BUY
$95.27 - $111.97 $19,530 - $22,953
205 Added 68.33%
505 $55,000
Q3 2017

Oct 24, 2017
BUY
$84.38 - $84.93 $25,314 - $25,479
300
300 $25,000

Others Institutions Holding IWS

# of Institutions
940
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
Track This Portfolio

Track Blue Bell Private Wealth Management, LLC Portfolio

Follow Blue Bell Private Wealth Management, 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 Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email