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 $1.65 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

12,779

Previous 10,369 23.24%

Holding current value

$1.65 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

1,024

Shares Held

97.6M

Call Options Held

9.5K

Put Options Held

View Full List

About ISHARES RUSSELL MIDCAP VALUE E

Ticker IWS
Sector ETFs
Industry ETFs

More about IWS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of First Foundation Advisors, based on Form 13F filings with the SEC.

News

Stay updated on First Foundation Advisors with notifications on news.

Account

First Foundation Advisors Ishares Russell Midcap Value E Transaction History