Capital A Wealth Management, LLC Ishares Russell Midcap Value E Transaction History

Capital A Wealth Management, LLC

  • $95.4 Billion
  • Q1 2025

A detailed history of Capital A Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 219 shares of IWS stock, worth $28,224. This represents 0.03% of its overall portfolio holdings.

Number of Shares
219
Previous 249 12.05%
Holding current value
$28,224
Previous $32.2 Million 14.34%
% of portfolio
0.03%
Previous 0.05%

Shares

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

May 02, 2025
SELL
$122.59 - $135.24 $3,677 - $4,057
-30 Reduced 12.05%
219 $27.6 Million
Q4 2024

Feb 26, 2025
BUY
$128.08 - $140.32 $31,891 - $34,939
249 New
249 $32.2 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
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