Heck Capital Advisors, LLC Ishares Russell Midcap Value E Transaction History

Heck Capital Advisors, LLC

$1.29 Trillion
Q3 2025

A detailed history of Heck Capital Advisors, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Heck Capital Advisors, LLC holds 10,693 shares of IWS stock, worth $1.47 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

10,693

Previous 10,401 2.81%

Holding current value

$1.47 Million

Previous $1.37 Billion 8.66%

% of portfolio

0.12%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$132.83 - $140.61 $38,786 - $41,058	292 Added 2.81%	10,693 $1.49 Billion
Q2 2025 Jul 22, 2025	SELL	$110.58 - $132.14 $133,027 - $158,964	-1,203 Reduced 10.37%	10,401 $1.37 Billion
Q1 2025 May 12, 2025	BUY	$122.59 - $135.24 $1.42 Million - $1.57 Million	11,604 New	11,604 $1.46 Billion
Q4 2024 May 13, 2025	SELL	$128.08 - $140.32 $696,370 - $762,919	-5,437 Reduced 46.85%	6,167 $798 Million
Q4 2024 Jan 23, 2025	BUY	$128.08 - $140.32 $840,845 - $921,200	6,565 New	6,565 $849 Million
Q2 2021 May 19, 2025	SELL	$110.51 - $117.85 $5,304 - $5,656	-48 Closed	0 $0
Q1 2021 May 19, 2025	SELL	$95.27 - $111.97 $1.1 Million - $1.29 Million	-11,556 Reduced 99.59%	48 $5.25 Million

Others Institutions Holding IWS

# of Institutions

1,061

Shares Held

94.5M

Call Options Held

14.6K

Put Options Held

View Full List

About ISHARES RUSSELL MIDCAP VALUE E

Ticker IWS
Sector ETFs
Industry ETFs

More about IWS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heck Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heck Capital Advisors, LLC with notifications on news.

Account

Heck Capital Advisors, LLC Ishares Russell Midcap Value E Transaction History