First Foundation Advisors Ishares Russell Midcap Value E Transaction History

First Foundation Advisors

$2.63 Billion
Q2 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 15,653 shares of IWS stock, worth $2.15 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

15,653

Previous 12,779 22.49%

Holding current value

$2.15 Million

Previous $1.61 Million 28.53%

% of portfolio

0.08%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$110.58 - $132.14 $317,806 - $379,770	2,874 Added 22.49%	15,653 $2.07 Million
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

1,053

Shares Held

93.5M

Call Options Held

14.6K

Put Options Held

View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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