Essex Private Wealth Management, LLC Ishares Russell Midcap Value E Transaction History

Essex Private Wealth Management, LLC

  • $37.8 Million
  • Q3 2024

A detailed history of Essex Private Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Essex Private Wealth Management, LLC holds 1,702 shares of IWS stock, worth $235,948. This represents 0.6% of its overall portfolio holdings.

Number of Shares
1,702
Previous 1,702 -0.0%
Holding current value
$235,948
Previous $205,000 9.76%
% of portfolio
0.6%
Previous 0.59%

Shares

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

Jul 19, 2024
SELL
$117.31 - $125.13 $28,740 - $30,656
-245 Reduced 12.58%
1,702 $205,000
Q3 2023

Oct 24, 2023
SELL
$103.48 - $114.68 $50,394 - $55,849
-487 Reduced 20.01%
1,947 $203,000
Q2 2022

Aug 11, 2022
SELL
$99.42 - $121.64 $16,404 - $20,070
-165 Reduced 6.35%
2,434 $247,000
Q1 2022

May 16, 2022
BUY
$112.23 - $123.59 $291,685 - $321,210
2,599 New
2,599 $311,000

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
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