A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 329 shares of IWS stock, worth $44,039. This represents 0.0% of its overall portfolio holdings.

Number of Shares
329
Previous 250 31.6%
Holding current value
$44,039
Previous $33,000 27.27%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 14, 2025

BUY
$128.08 - $140.32 $10,118 - $11,085
79 Added 31.6%
329 $42,000
Q2 2024

Aug 14, 2024

SELL
$117.31 - $125.13 $18,300 - $19,520
-156 Reduced 38.42%
250 $30,000
Q2 2022

Aug 15, 2022

BUY
$99.42 - $121.64 $40,364 - $49,385
406 New
406 $41,000

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


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