Daymark Wealth Partners, LLC Ishares Russell Midcap Value E Transaction History

Daymark Wealth Partners, LLC

  • $2.79 Billion
  • Q3 2025

A detailed history of Daymark Wealth Partners, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 1,832 shares of IWS stock, worth $251,588. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,832
Previous 1,831 0.05%
Holding current value
$251,588
Previous $241,000 5.81%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$132.83 - $140.61 $132 - $140
1 Added 0.05%
1,832 $255,000
Q2 2025

Aug 04, 2025
BUY
$110.58 - $132.14 $1,105 - $1,321
10 Added 0.55%
1,831 $241,000
Q1 2025

Apr 14, 2025
SELL
$122.59 - $135.24 $9,929 - $10,954
-81 Reduced 4.26%
1,821 $227,000
Q4 2024

Jan 17, 2025
BUY
$128.08 - $140.32 $10,630 - $11,646
83 Added 4.56%
1,902 $246,000
Q3 2024

Oct 08, 2024
SELL
$119.52 - $132.25 $34,780 - $38,484
-291 Reduced 13.79%
1,819 $240,000
Q2 2024

Aug 14, 2024
BUY
$117.31 - $125.13 $247,524 - $264,024
2,110 New
2,110 $254,000

Others Institutions Holding IWS

# of Institutions
1,061
Shares Held
94.5M
Call Options Held
14.6K
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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