Geometric Wealth Advisors Ishares Russell Midcap Value E Transaction History

Geometric Wealth Advisors

  • $529 Million
  • Q4 2024

A detailed history of Geometric Wealth Advisors transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Geometric Wealth Advisors holds 4,222 shares of IWS stock, worth $554,306. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,222
Previous 4,155 1.61%
Holding current value
$554,306
Previous $549,000 0.55%
% of portfolio
0.1%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$128.08 - $140.32 $8,581 - $9,401
67 Added 1.61%
4,222 $546,000
Q2 2024

Aug 13, 2024
BUY
$117.31 - $125.13 $487,423 - $519,915
4,155 New
4,155 $501,000

Others Institutions Holding IWS

# of Institutions
1,021
Shares Held
97.4M
Call Options Held
19.1K
Put Options Held
4.8K
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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