Evergreen Wealth Solutions, LLC Ishares Russell Midcap Value E Transaction History

Evergreen Wealth Solutions, LLC

  • $147 Million
  • Q3 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 3,837 shares of IWS stock, worth $520,373. This represents 0.35% of its overall portfolio holdings.

Number of Shares
3,837
Previous 4,085 6.07%
Holding current value
$520,373
Previous $493,000 2.84%
% of portfolio
0.35%
Previous 0.35%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$119.52 - $132.25 $29,640 - $32,798
-248 Reduced 6.07%
3,837 $507,000
Q2 2024

Aug 14, 2024
SELL
$117.31 - $125.13 $24,400 - $26,027
-208 Reduced 4.85%
4,085 $493,000
Q4 2023

Feb 07, 2024
BUY
$97.63 - $117.08 $216,543 - $259,683
2,218 Added 106.89%
4,293 $499,000
Q3 2023

Nov 13, 2023
SELL
$103.48 - $114.68 $5,174 - $5,734
-50 Reduced 2.35%
2,075 $216,000
Q2 2023

Aug 11, 2023
SELL
$101.5 - $109.84 $187,369 - $202,764
-1,846 Reduced 46.49%
2,125 $233,000
Q1 2023

May 12, 2023
BUY
$100.22 - $116.23 $12,126 - $14,063
121 Added 3.14%
3,971 $422,000
Q4 2022

Feb 14, 2023
BUY
$96.57 - $111.69 $168,997 - $195,457
1,750 Added 83.33%
3,850 $406,000
Q3 2022

Nov 14, 2022
SELL
$96.05 - $115.74 $443,751 - $534,718
-4,620 Reduced 68.75%
2,100 $202,000
Q2 2022

Aug 15, 2022
BUY
$99.42 - $121.64 $668,102 - $817,420
6,720 New
6,720 $683,000

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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