First Foundation Advisors Ishares Russell Midcap Value E Transaction History

First Foundation Advisors

$2.4 Billion
Q1 2025

A detailed history of First Foundation Advisors transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, First Foundation Advisors holds 12,779 shares of IWS stock, worth $1.71 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

12,779

Previous 10,369 23.24%

Holding current value

$1.71 Million

Previous $1.34 Million 19.99%

% of portfolio

0.07%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$122.59 - $135.24 $295,441 - $325,928	2,410 Added 23.24%	12,779 $1.61 Million
Q4 2024 Feb 13, 2025	SELL	$128.08 - $140.32 $22,414 - $24,556	-175 Reduced 1.66%	10,369 $1.34 Million
Q3 2024 Nov 13, 2024	BUY	$119.52 - $132.25 $55,576 - $61,496	465 Added 4.61%	10,544 $1.39 Million
Q2 2024 Aug 06, 2024	BUY	$117.31 - $125.13 $154,379 - $164,671	1,316 Added 15.02%	10,079 $1.22 Million
Q1 2024 May 09, 2024	BUY	$112.43 - $125.33 $105,459 - $117,559	938 Added 11.99%	8,763 $1.1 Million
Q4 2023 Feb 14, 2024	BUY	$97.63 - $117.08 $497,815 - $596,990	5,099 Added 187.05%	7,825 $909,000
Q3 2023 Nov 15, 2023	BUY	$103.48 - $114.68 $51,740 - $57,340	500 Added 22.46%	2,726 $284,000
Q2 2023 Aug 14, 2023	BUY	$101.5 - $109.84 $225,939 - $244,503	2,226 New	2,226 $244,000

Others Institutions Holding IWS

# of Institutions

1,027

Shares Held

94.2M

Call Options Held

9.5K

Put Options Held

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About ISHARES RUSSELL MIDCAP VALUE E

Ticker IWS
Sector ETFs
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First Foundation Advisors Ishares Russell Midcap Value E Transaction History