A detailed history of Center For Financial Planning, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 116 shares of IWS stock, worth $15,113. This represents 0.0% of its overall portfolio holdings.

Number of Shares
116
Previous 116 -0.0%
Holding current value
$15,113
Previous $14,000 7.14%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 18, 2024

SELL
$117.31 - $125.13 $7,507 - $8,008
-64 Reduced 35.56%
116 $14,000
Q1 2024

Apr 25, 2024

BUY
$112.43 - $125.33 $7,195 - $8,021
64 Added 55.17%
180 $22,000
Q1 2021

May 10, 2021

BUY
$95.27 - $111.97 $11,051 - $12,988
116 New
116 $13,000
Q4 2020

Feb 09, 2021

SELL
$80.93 - $96.96 $4,127 - $4,944
-51 Closed
0 $0
Q2 2020

Aug 06, 2020

SELL
$59.9 - $85.49 $18,808 - $26,843
-314 Reduced 86.03%
51 $4,000
Q1 2020

May 11, 2020

BUY
$54.38 - $96.81 $4,894 - $8,712
90 Added 32.73%
365 $23,000
Q4 2019

Feb 14, 2020

BUY
$86.25 - $94.77 $23,718 - $26,061
275 New
275 $26,000

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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