A detailed history of Founders Financial Alliance, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 569 shares of IWS stock, worth $78,880. This represents 0.02% of its overall portfolio holdings.

Number of Shares
569
Previous 567 0.35%
Holding current value
$78,880
Previous $68,000 10.29%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 01, 2024

BUY
$119.52 - $132.25 $239 - $264
2 Added 0.35%
569 $75,000
Q2 2023

Aug 11, 2023

BUY
$101.5 - $109.84 $12,078 - $13,070
119 Added 26.56%
567 $62,000
Q3 2022

Nov 14, 2022

SELL
$96.05 - $115.74 $34,289 - $41,319
-357 Reduced 44.35%
448 $43,000
Q2 2022

Aug 15, 2022

BUY
$99.42 - $121.64 $35,492 - $43,425
357 Added 79.69%
805 $82,000
Q2 2021

Aug 02, 2021

SELL
$110.51 - $117.85 $5,746 - $6,128
-52 Reduced 10.4%
448 $52,000
Q1 2021

May 14, 2021

SELL
$95.27 - $111.97 $4,763 - $5,598
-50 Reduced 9.09%
500 $58,000
Q3 2020

Nov 13, 2020

BUY
$74.79 - $85.06 $41,134 - $46,783
550 New
550 $46,000

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
Track This Portfolio

Track Founders Financial Alliance, LLC Portfolio

Follow Founders Financial Alliance, 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 Founders Financial Alliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Alliance, LLC with notifications on news.