Dougherty Wealth Advisers LLC Ishares Russell Midcap Value E Transaction History

Dougherty Wealth Advisers LLC

  • $113 Million
  • Q1 2024

A detailed history of Dougherty Wealth Advisers LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 1,608 shares of IWS stock, worth $193,040. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,608
Previous 2,100 23.43%
Holding current value
$193,040
Previous $244,000 17.62%
% of portfolio
0.18%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
SELL
$112.43 - $125.33 $55,315 - $61,662
-492 Reduced 23.43%
1,608 $201,000
Q3 2023

Oct 25, 2023
SELL
$103.48 - $114.68 $102,031 - $113,074
-986 Reduced 31.95%
2,100 $219,000
Q2 2020

Aug 11, 2020
BUY
$59.9 - $85.49 $15,574 - $22,227
260 Added 9.2%
3,086 $236,000
Q3 2019

Nov 12, 2019
SELL
$84.39 - $91.13 $237,473 - $256,439
-2,814 Reduced 49.89%
2,826 $253,000
Q4 2018

Feb 11, 2019
BUY
$72.26 - $90.19 $407,546 - $508,671
5,640 New
5,640 $477,000

Others Institutions Holding IWS

# of Institutions
896
Shares Held
103M
Call Options Held
56.7K
Put Options Held
2.2K
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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