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

Essex Private Wealth Management, LLC

  • $34.8 Million
  • Q2 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 $214,469. This represents 0.59% of its overall portfolio holdings.

Number of Shares
1,702
Previous 1,947 12.58%
Holding current value
$214,469
Previous $244,000 15.98%
% of portfolio
0.59%
Previous 0.78%

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
911
Shares Held
95.4M
Call Options Held
43.6K
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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