Center For Financial Planning, Inc. Ishares Russell Midcap Value E Transaction History

Center For Financial Planning, Inc.

  • $736 Million
  • Q3 2024

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 $16,081. This represents 0.0% of its overall portfolio holdings.

Number of Shares
116
Previous 116 -0.0%
Holding current value
$16,081
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

# of Institutions
939
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 Center For Financial Planning, Inc. Portfolio

Follow Center For Financial Planning, 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 Center For Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Center For Financial Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email