Goal Vest Advisory LLC Ishares Russell Midcap Value E Transaction History

Goal Vest Advisory LLC

  • $331 Million
  • Q3 2024

A detailed history of Goal Vest Advisory LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Goal Vest Advisory LLC holds 84 shares of IWS stock, worth $11,644. This represents 0.0% of its overall portfolio holdings.

Number of Shares
84
Previous 84 -0.0%
Holding current value
$11,644
Previous $10,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$112.43 - $125.33 $9,444 - $10,527
84 New
84 $10,000
Q3 2022

Oct 11, 2022
BUY
$96.05 - $115.74 $5,282 - $6,365
55 New
55 $5,000
Q2 2022

Jul 06, 2022
SELL
$99.42 - $121.64 $298 - $364
-3 Closed
0 $0
Q2 2021

Sep 01, 2021
BUY
$110.51 - $117.85 $331 - $353
3 New
3 $0

Others Institutions Holding IWS

# of Institutions
939
Shares Held
93.3M
Call Options Held
36.4K
Put Options Held
1.6K
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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