Carson Allaria Wealth Management, Ltd. Ishares Russell Midcap Value E Transaction History

Carson Allaria Wealth Management, Ltd.

  • $169 Million
  • Q3 2024

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 247 shares of IWS stock, worth $33,164. This represents 0.02% of its overall portfolio holdings.

Number of Shares
247
Previous 247 -0.0%
Holding current value
$33,164
Previous $29,000 10.34%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
SELL
$117.31 - $125.13 $158,133 - $168,675
-1,348 Reduced 84.51%
247 $29,000
Q1 2024

May 07, 2024
BUY
$112.43 - $125.33 $151,555 - $168,944
1,348 Added 545.75%
1,595 $199,000
Q4 2023

Feb 08, 2024
BUY
$97.63 - $117.08 $24,114 - $28,918
247 New
247 $28,000

Others Institutions Holding IWS

# of Institutions
923
Shares Held
94.8M
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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