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 $218,298. This represents 0.6% of its overall portfolio holdings.

Number of Shares
1,702
Previous 1,702 -0.0%
Holding current value
$218,298
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
1,022
Shares Held
97.4M
Call Options Held
19.1K
Put Options Held
4.8K
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

IWS Quotes by TradingView
  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
Track This Portfolio

Track Essex Private Wealth Management, LLC Portfolio

Follow Essex Private Wealth Management, 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 Essex Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Essex Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email