A detailed history of Halpern Financial, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Halpern Financial, Inc. holds 3,644 shares of IWS stock, worth $477,582. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,644
Previous 3,644 -0.0%
Holding current value
$477,582
Previous $440 Million 8.67%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Jul 08, 2024

SELL
$117.31 - $125.13 $80,122 - $85,463
-683 Reduced 15.78%
3,644 $440 Million
Q3 2023

Oct 10, 2023

BUY
$103.48 - $114.68 $181,193 - $200,804
1,751 Added 67.97%
4,327 $451 Million
Q3 2021

Sep 21, 2023

BUY
$110.67 - $119.04 $142,985 - $153,799
1,292 Added 100.62%
2,576 $292 Million
Q2 2021

Sep 21, 2023

SELL
$110.51 - $117.85 $4,641 - $4,949
-42 Reduced 3.17%
1,284 $148 Million
Q2 2020

Sep 21, 2023

SELL
$59.9 - $85.49 $25,996 - $37,102
-434 Reduced 24.66%
1,326 $101 Million
Q1 2020

Sep 21, 2023

SELL
$54.38 - $96.81 $16,857 - $30,011
-310 Reduced 14.98%
1,760 $113 Million
Q4 2019

Sep 21, 2023

BUY
$86.25 - $94.77 $178,537 - $196,173
2,070 New
2,070 $196 Million

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


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