A detailed history of Gps Wealth Strategies Group, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 302 shares of IWS stock, worth $40,549. This represents 0.01% of its overall portfolio holdings.

Number of Shares
302
Previous 295 2.37%
Holding current value
$40,549
Previous $36,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 16, 2024

BUY
$117.31 - $125.13 $821 - $875
7 Added 2.37%
302 $36,000
Q1 2024

Apr 30, 2024

BUY
$112.43 - $125.33 $29,569 - $32,961
263 Added 821.88%
295 $36,000
Q4 2023

Jan 12, 2024

SELL
$97.63 - $117.08 $292 - $351
-3 Reduced 8.57%
32 $3,000
Q1 2023

Apr 17, 2023

BUY
$100.22 - $116.23 $3,507 - $4,068
35 New
35 $3,000
Q3 2022

Oct 17, 2022

BUY
$96.05 - $115.74 $5,090 - $6,134
53 Added 151.43%
88 $8,000
Q4 2021

Feb 11, 2022

BUY
$114.04 - $122.75 $342 - $368
3 Added 9.38%
35 $4,000
Q1 2021

Apr 15, 2021

BUY
$95.27 - $111.97 $3,048 - $3,583
32 New
32 $3,000

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


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