Guardian Asset Advisors, LLC Ishares Russell Midcap Value E Transaction History

Guardian Asset Advisors, LLC

  • $156 Billion
  • Q4 2024

A detailed history of Guardian Asset Advisors, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Guardian Asset Advisors, LLC holds 3,925 shares of IWS stock, worth $488,073. This represents 0.33% of its overall portfolio holdings.

Number of Shares
3,925
Previous 3,913 0.31%
Holding current value
$488,073
Previous $517 Million 1.87%
% of portfolio
0.33%
Previous 0.35%

Shares

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

Jan 29, 2025
BUY
$128.08 - $140.32 $1,536 - $1,683
12 Added 0.31%
3,925 $508 Million
Q3 2024

Oct 08, 2024
BUY
$119.52 - $132.25 $2,031 - $2,248
17 Added 0.44%
3,913 $517 Million
Q2 2024

Jul 15, 2024
BUY
$117.31 - $125.13 $10,792 - $11,511
92 Added 2.42%
3,896 $471 Million
Q1 2024

May 06, 2024
BUY
$112.43 - $125.33 $9,106 - $10,151
81 Added 2.18%
3,804 $477 Million
Q4 2023

May 03, 2024
BUY
$97.63 - $117.08 $363,476 - $435,888
3,723 New
3,723 $433 Million

Others Institutions Holding IWS

# of Institutions
1,022
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
Track This Portfolio

Track Guardian Asset Advisors, LLC Portfolio

Follow Guardian Asset Advisors, 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 Guardian Asset Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guardian Asset Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email