Certified Advisory Corp Ishares Russell Midcap Value E Transaction History

Certified Advisory Corp

$882 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	SELL	$100.22 - $116.23 $84,986 - $98,563	-848 Reduced 5.6%	14,303 $1.52 Million
Q4 2022 Feb 14, 2023	SELL	$96.57 - $111.69 $389,949 - $451,004	-4,038 Reduced 21.04%	15,151 $1.6 Million
Q3 2022 Nov 14, 2022	SELL	$96.05 - $115.74 $182,975 - $220,484	-1,905 Reduced 9.03%	19,189 $1.84 Million
Q2 2022 Aug 15, 2022	BUY	$99.42 - $121.64 $161,855 - $198,029	1,628 Added 8.36%	21,094 $2.14 Million
Q1 2022 May 13, 2022	BUY	$112.23 - $123.59 $241,518 - $265,965	2,152 Added 12.43%	19,466 $2.33 Million
Q4 2021 Feb 14, 2022	BUY	$114.04 - $122.75 $231,387 - $249,059	2,029 Added 13.27%	17,314 $2.12 Million
Q3 2021 Nov 15, 2021	BUY	$110.67 - $119.04 $604,479 - $650,196	5,462 Added 55.6%	15,285 $1.73 Million
Q2 2021 Aug 16, 2021	BUY	$110.51 - $117.85 $419,274 - $447,122	3,794 Added 62.93%	9,823 $1.13 Million
Q1 2021 May 10, 2021	SELL	$95.27 - $111.97 $8,479 - $9,965	-89 Reduced 1.45%	6,029 $659,000
Q2 2020 Jul 27, 2020	BUY	$59.9 - $85.49 $366,468 - $523,027	6,118 New	6,118 $468,000

Others Institutions Holding IWS

# of Institutions

939

Shares Held

93.3M

Call Options Held

36.4K

Put Options Held

1.6K

About ISHARES RUSSELL MIDCAP VALUE E

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