Heritage Wealth Advisors Ishares Russell Midcap Value E Transaction History

Heritage Wealth Advisors

  • $2.19 Billion
  • Q3 2025

A detailed history of Heritage Wealth Advisors transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Heritage Wealth Advisors holds 524,534 shares of IWS stock, worth $72.3 Million. This represents 3.34% of its overall portfolio holdings.

Number of Shares
524,534
Previous 515,391 1.77%
Holding current value
$72.3 Million
Previous $68.1 Million 7.57%
% of portfolio
3.34%
Previous 3.36%

Shares

42 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$132.83 - $140.61 $1.21 Million - $1.29 Million
9,143 Added 1.77%
524,534 $73.3 Million
Q2 2025

Aug 11, 2025
BUY
$110.58 - $132.14 $245,045 - $292,822
2,216 Added 0.43%
515,391 $68.1 Million
Q1 2025

May 08, 2025
SELL
$122.59 - $135.24 $177,510 - $195,827
-1,448 Reduced 0.28%
513,175 $64.6 Million
Q4 2024

Feb 11, 2025
BUY
$128.08 - $140.32 $2.12 Million - $2.33 Million
16,570 Added 3.33%
514,623 $66.6 Million
Q3 2024

Nov 12, 2024
BUY
$119.52 - $132.25 $2.08 Million - $2.3 Million
17,404 Added 3.62%
498,053 $65.9 Million
Q2 2024

Dec 12, 2024
BUY
$117.31 - $125.13 $1.35 Million - $1.45 Million
11,548 Added 2.46%
480,649 $58 Million
Q2 2024

Aug 05, 2024
BUY
$117.31 - $125.13 $1.35 Million - $1.45 Million
11,548 Added 2.46%
480,649 $58 Million
Q1 2024

Dec 12, 2024
BUY
$112.43 - $125.33 $162,686 - $181,352
1,447 Added 0.31%
469,101 $58.8 Million
Q1 2024

May 08, 2024
BUY
$112.43 - $125.33 $162,686 - $181,352
1,447 Added 0.31%
469,101 $58.8 Million
Q4 2023

Dec 12, 2024
SELL
$97.63 - $117.08 $142,051 - $170,351
-1,455 Reduced 0.31%
467,654 $54.4 Million
Q4 2023

Feb 09, 2024
SELL
$97.63 - $117.08 $142,051 - $170,351
-1,455 Reduced 0.31%
467,654 $54.4 Million
Q3 2023

Dec 12, 2024
SELL
$103.48 - $114.68 $130,177 - $144,267
-1,258 Reduced 0.27%
469,109 $48.9 Million
Q3 2023

Nov 08, 2023
SELL
$103.48 - $114.68 $130,177 - $144,267
-1,258 Reduced 0.27%
469,109 $48.9 Million
Q2 2023

Dec 12, 2024
SELL
$101.5 - $109.84 $2.81 Million - $3.04 Million
-27,686 Reduced 5.56%
470,367 $51.7 Million
Q2 2023

Aug 09, 2023
BUY
$101.5 - $109.84 $703,293 - $761,081
6,929 Added 1.5%
470,367 $51.7 Million
Q1 2023

May 04, 2023
BUY
$100.22 - $116.23 $656,441 - $761,306
6,550 Added 1.43%
463,438 $49.2 Million
Q4 2022

Dec 12, 2024
SELL
$96.57 - $111.69 $2.34 Million - $2.71 Million
-24,264 Reduced 5.04%
456,888 $48.1 Million
Q4 2022

Feb 06, 2023
SELL
$96.57 - $111.69 $2.34 Million - $2.71 Million
-24,264 Reduced 5.04%
456,888 $48.1 Million
Q3 2022

Dec 12, 2024
SELL
$96.05 - $115.74 $1.62 Million - $1.96 Million
-16,901 Reduced 3.39%
481,152 $46.2 Million
Q3 2022

Nov 10, 2022
BUY
$96.05 - $115.74 $1.52 Million - $1.84 Million
15,858 Added 3.41%
481,152 $46.2 Million
Q2 2022

Aug 04, 2022
BUY
$99.42 - $121.64 $9.27 Million - $11.3 Million
93,202 Added 25.05%
465,294 $47.3 Million
Q1 2022

May 11, 2022
BUY
$112.23 - $123.59 $16.9 Million - $18.6 Million
150,186 Added 67.68%
372,092 $44.5 Million
Q4 2021

Feb 02, 2022
BUY
$114.04 - $122.75 $936,838 - $1.01 Million
8,215 Added 3.84%
221,906 $27.2 Million
Q3 2021

Nov 02, 2021
BUY
$110.67 - $119.04 $489,493 - $526,513
4,423 Added 2.11%
213,691 $24.2 Million
Q2 2021

Aug 09, 2021
BUY
$110.51 - $117.85 $3.78 Million - $4.03 Million
34,164 Added 19.51%
209,268 $24.1 Million
Q2 2021

Jul 27, 2021
SELL
$110.51 - $117.85 $1.63 Million - $1.74 Million
-14,785 Reduced 7.79%
175,104 $17 Million
Q1 2021

Apr 27, 2021
BUY
$95.27 - $111.97 $1.41 Million - $1.66 Million
14,785 Added 8.44%
189,889 $20.8 Million
Q4 2020

Feb 01, 2021
SELL
$80.93 - $96.96 $446,005 - $534,346
-5,511 Reduced 3.05%
175,104 $17 Million
Q3 2020

Nov 03, 2020
SELL
$74.79 - $85.06 $367,293 - $417,729
-4,911 Reduced 2.65%
180,615 $14.6 Million
Q2 2020

Jul 17, 2020
BUY
$59.9 - $85.49 $10.8 Million - $15.4 Million
180,559 Added 3635.17%
185,526 $14.2 Million
Q2 2020

Jul 17, 2020
SELL
$59.9 - $85.49 $10.8 Million - $15.4 Million
-180,722 Reduced 97.33%
4,967 $14.2 Million
Q1 2020

May 05, 2020
SELL
$54.38 - $96.81 $1.54 Million - $2.74 Million
-28,336 Reduced 13.24%
185,689 $11.9 Million
Q4 2019

Feb 04, 2020
BUY
$86.25 - $94.77 $1.12 Million - $1.23 Million
12,951 Added 6.44%
214,025 $20.3 Million
Q3 2019

Oct 30, 2019
BUY
$84.39 - $91.13 $651,912 - $703,979
7,725 Added 4.0%
201,074 $18 Million
Q2 2019

Aug 05, 2019
SELL
$83.93 - $89.74 $168,447 - $180,108
-2,007 Reduced 1.03%
193,349 $0
Q1 2019

May 06, 2019
BUY
$75.3 - $87.47 $357,223 - $414,957
4,744 Added 2.49%
195,356 $0
Q4 2018

Jan 28, 2019
BUY
$72.26 - $90.19 $638,561 - $797,009
8,837 Added 4.86%
190,612 $14.6 Million
Q3 2018

Nov 14, 2018
BUY
$88.08 - $92.33 $1.88 Million - $1.97 Million
21,342 Added 13.3%
181,775 $16.4 Million
Q2 2018

Jul 19, 2018
BUY
$84.61 - $90.01 $834,593 - $887,858
9,864 Added 6.55%
160,433 $14.2 Million
Q1 2018

May 10, 2018
BUY
$83.92 - $92.83 $863,201 - $954,849
10,286 Added 7.33%
150,569 $13 Million
Q4 2017

Feb 02, 2018
SELL
$85.33 - $89.5 $98,044 - $102,835
-1,149 Reduced 0.81%
140,283 $12.5 Million
Q3 2017

Nov 07, 2017
BUY
$84.38 - $84.93 $11.9 Million - $12 Million
141,432
141,432 $12 Million

Others Institutions Holding IWS

# of Institutions
1,060
Shares Held
93.6M
Call Options Held
17.5K
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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