A detailed history of Ghp Investment Advisors, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Ghp Investment Advisors, Inc. holds 1,797 shares of IWS stock, worth $251,705. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,797
Previous 1,797 -0.0%
Holding current value
$251,705
Previous $216,000 9.72%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$117.31 - $125.13 $2,580 - $2,752
-22 Reduced 1.21%
1,797 $216,000
Q1 2024

Apr 25, 2024

BUY
$112.43 - $125.33 $449 - $501
4 Added 0.22%
1,819 $227,000
Q4 2023

Jan 26, 2024

BUY
$97.63 - $117.08 $683 - $819
7 Added 0.39%
1,815 $211,000
Q3 2023

Oct 17, 2023

SELL
$103.48 - $114.68 $34,769 - $38,532
-336 Reduced 15.67%
1,808 $188,000
Q2 2023

Aug 14, 2023

BUY
$101.5 - $109.84 $20,706 - $22,407
204 Added 10.52%
2,144 $235,000
Q1 2023

Apr 21, 2023

BUY
$100.22 - $116.23 $3,607 - $4,184
36 Added 1.89%
1,940 $206,000
Q4 2022

Feb 16, 2023

BUY
$96.57 - $111.69 $1,255 - $1,451
13 Added 0.69%
1,904 $200,000
Q2 2022

Aug 11, 2022

BUY
$99.42 - $121.64 $497 - $608
5 Added 0.27%
1,891 $192,000
Q1 2022

Apr 28, 2022

BUY
$112.23 - $123.59 $561 - $617
5 Added 0.27%
1,886 $226,000
Q4 2021

Feb 14, 2022

BUY
$114.04 - $122.75 $1,368 - $1,473
12 Added 0.64%
1,881 $230,000
Q3 2021

Nov 12, 2021

BUY
$110.67 - $119.04 $4,426 - $4,761
40 Added 2.19%
1,869 $212,000
Q2 2021

Aug 13, 2021

BUY
$110.51 - $117.85 $202,122 - $215,547
1,829 New
1,829 $210,000

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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