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

Guardian Wealth Advisors, LLC

  • $1.16 Billion
  • Q1 2025

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 250 shares of IWS stock, worth $32,345. This represents 0.0% of its overall portfolio holdings.

Number of Shares
250
Previous 329 24.01%
Holding current value
$32,345
Previous $42,000 26.19%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$122.59 - $135.24 $9,684 - $10,683
-79 Reduced 24.01%
250 $31,000
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

# of Institutions
1,024
Shares Held
97.6M
Call Options Held
9.5K
Put Options Held
0
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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