A detailed history of Bragg Financial Advisors, Inc transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Bragg Financial Advisors, Inc holds 6,111 shares of IWS stock, worth $730,386. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,111
Previous 6,111 -0.0%
Holding current value
$730,386
Previous $765,000 -0.0%
% of portfolio
0.03%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

BUY
$97.63 - $117.08 $12,496 - $14,986
128 Added 2.14%
6,111 $710,000
Q3 2023

Nov 14, 2023

SELL
$103.48 - $114.68 $28,146 - $31,192
-272 Reduced 4.35%
5,983 $624,000
Q1 2023

May 15, 2023

SELL
$100.22 - $116.23 $9,520 - $11,041
-95 Reduced 1.5%
6,255 $664,000
Q4 2022

Feb 14, 2023

BUY
$102.59 - $111.69 $37,958 - $41,325
370 Added 6.19%
6,350 $668,000
Q3 2022

Nov 14, 2022

SELL
$99.03 - $115.74 $102,000 - $119,212
-1,030 Reduced 14.69%
5,980 $574,000
Q2 2022

Aug 15, 2022

BUY
$99.42 - $121.64 $157,580 - $192,799
1,585 Added 29.22%
7,010 $712,000
Q1 2022

May 11, 2022

BUY
$112.23 - $123.59 $252,517 - $278,077
2,250 Added 70.87%
5,425 $649,000
Q3 2021

Nov 15, 2021

SELL
$110.67 - $119.04 $13,833 - $14,880
-125 Reduced 3.79%
3,175 $360,000
Q1 2021

May 14, 2021

BUY
$95.27 - $111.97 $314,391 - $369,501
3,300 New
3,300 $361,000

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
Track This Portfolio

Track Bragg Financial Advisors, Inc Portfolio

Follow Bragg Financial Advisors, Inc 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 Bragg Financial Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bragg Financial Advisors, Inc with notifications on news.