A detailed history of Empower Advisory Group, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Empower Advisory Group, LLC holds 2,976 shares of IWS stock, worth $390,361. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,976
Previous 2,561 16.2%
Holding current value
$390,361
Previous $320,000 12.19%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 25, 2024

BUY
$117.31 - $125.13 $48,683 - $51,928
415 Added 16.2%
2,976 $359,000
Q1 2024

May 02, 2024

SELL
$112.43 - $125.33 $121,536 - $135,481
-1,081 Reduced 29.68%
2,561 $320,000
Q4 2023

Feb 07, 2024

SELL
$97.63 - $117.08 $8,591 - $10,303
-88 Reduced 2.36%
3,642 $423,000
Q3 2023

Nov 03, 2023

BUY
$103.48 - $114.68 $79,265 - $87,844
766 Added 25.84%
3,730 $389,000
Q2 2023

Aug 10, 2023

SELL
$101.5 - $109.84 $24,766 - $26,800
-244 Reduced 7.61%
2,964 $325,000
Q1 2023

May 25, 2023

BUY
$100.22 - $116.23 $321,505 - $372,865
3,208 New
3,208 $340,000

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
Track This Portfolio

Track Empower Advisory Group, LLC Portfolio

Follow Empower Advisory Group, LLC 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 Empower Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Empower Advisory Group, LLC with notifications on news.