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

Inspirion Wealth Advisors, LLC

  • $777 Million
  • Q3 2025

A detailed history of Inspirion Wealth Advisors, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 60,463 shares of IWS stock, worth $8.4 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
60,463
Previous 59,813 1.09%
Holding current value
$8.4 Million
Previous $7.9 Million 6.85%
% of portfolio
1.09%
Previous 1.09%

Shares

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

Oct 06, 2025
BUY
$132.83 - $140.61 $86,339 - $91,396
650 Added 1.09%
60,463 $8.44 Million
Q2 2025

Jul 09, 2025
SELL
$110.58 - $132.14 $9,509 - $11,364
-86 Reduced 0.14%
59,813 $7.9 Million
Q1 2025

Apr 09, 2025
SELL
$122.59 - $135.24 $13,607 - $15,011
-111 Reduced 0.18%
59,899 $7.49 Million
Q4 2024

Jan 14, 2025
SELL
$128.08 - $140.32 $58,020 - $63,564
-453 Reduced 0.75%
60,010 $7.76 Million
Q3 2024

Oct 04, 2024
SELL
$119.52 - $132.25 $62,269 - $68,902
-521 Reduced 0.85%
60,463 $8 Million
Q2 2024

Jul 12, 2024
BUY
$117.31 - $125.13 $73,905 - $78,831
630 Added 1.04%
60,984 $7.36 Million
Q1 2024

Apr 12, 2024
BUY
$112.43 - $125.33 $169,319 - $188,746
1,506 Added 2.56%
60,354 $7.56 Million
Q4 2023

Jan 10, 2024
BUY
$97.63 - $117.08 $3,026 - $3,629
31 Added 0.05%
58,848 $6.84 Million
Q3 2023

Oct 13, 2023
SELL
$103.48 - $114.68 $46,669 - $51,720
-451 Reduced 0.76%
58,817 $6.14 Million
Q2 2023

Jul 20, 2023
SELL
$101.5 - $109.84 $115,811 - $125,327
-1,141 Reduced 1.89%
59,268 $6.51 Million
Q1 2023

Apr 07, 2023
SELL
$100.22 - $116.23 $55,221 - $64,042
-551 Reduced 0.9%
60,409 $6.42 Million
Q4 2022

Jan 18, 2023
BUY
$96.57 - $111.69 $8,015 - $9,270
83 Added 0.14%
60,960 $0
Q3 2022

Oct 18, 2022
SELL
$96.05 - $115.74 $44,183 - $53,240
-460 Reduced 0.75%
60,877 $5.85 Million
Q2 2022

Jul 27, 2022
BUY
$99.42 - $121.64 $525,633 - $643,110
5,287 Added 9.43%
61,337 $6.23 Million
Q1 2022

Apr 14, 2022
BUY
$112.23 - $123.59 $272,943 - $300,570
2,432 Added 4.54%
56,050 $6.71 Million
Q4 2021

Jan 21, 2022
BUY
$114.04 - $122.75 $29,650 - $31,915
260 Added 0.49%
53,618 $6.56 Million
Q3 2021

Oct 08, 2021
SELL
$110.67 - $119.04 $56,663 - $60,948
-512 Reduced 0.95%
53,358 $6.04 Million
Q2 2021

Jul 16, 2021
BUY
$110.51 - $117.85 $222,014 - $236,760
2,009 Added 3.87%
53,870 $6.19 Million
Q1 2021

Apr 15, 2021
SELL
$95.27 - $111.97 $262,945 - $309,037
-2,760 Reduced 5.05%
51,861 $5.67 Million
Q4 2020

Jan 22, 2021
BUY
$80.93 - $96.96 $138,633 - $166,092
1,713 Added 3.24%
54,621 $5.3 Million
Q3 2020

Oct 14, 2020
BUY
$74.79 - $85.06 $648,504 - $737,555
8,671 Added 19.6%
52,908 $4.28 Million
Q2 2020

Jul 09, 2020
SELL
$59.9 - $85.49 $40,971 - $58,475
-684 Reduced 1.52%
44,237 $3.39 Million
Q1 2020

Apr 23, 2020
SELL
$54.38 - $96.81 $29,147 - $51,890
-536 Reduced 1.18%
44,921 $2.88 Million
Q4 2019

Jan 14, 2020
SELL
$86.25 - $94.77 $776 - $852
-9 Reduced 0.02%
45,457 $4.31 Million
Q3 2019

Oct 22, 2019
SELL
$84.39 - $91.13 $342,539 - $369,896
-4,059 Reduced 8.2%
45,466 $4.08 Million
Q2 2019

Jul 15, 2019
SELL
$83.93 - $89.74 $94,337 - $100,867
-1,124 Reduced 2.22%
49,525 $4.41 Million
Q1 2019

Apr 16, 2019
BUY
$75.3 - $87.47 $176,427 - $204,942
2,343 Added 4.85%
50,649 $4.4 Million
Q4 2018

Jan 22, 2019
SELL
$72.26 - $90.19 $826,871 - $1.03 Million
-11,443 Reduced 19.15%
48,306 $3.69 Million
Q3 2018

Nov 14, 2018
SELL
$88.08 - $92.33 $340,957 - $357,409
-3,871 Reduced 6.08%
59,749 $5.39 Million
Q2 2018

Jul 19, 2018
BUY
$84.61 - $90.01 $52,627 - $55,986
622 Added 0.99%
63,620 $5.63 Million
Q1 2018

Apr 18, 2018
SELL
$83.92 - $92.83 $9.93 Million - $11 Million
-118,323 Reduced 65.26%
62,998 $5.45 Million
Q4 2017

Jan 16, 2018
BUY
$85.33 - $89.5 $112,464 - $117,961
1,318 Added 0.73%
181,321 $16.2 Million
Q3 2017

Nov 14, 2017
BUY
$84.38 - $84.93 $15.2 Million - $15.3 Million
180,003
180,003 $15.3 Million

Others Institutions Holding IWS

# of Institutions
1,040
Shares Held
93.4M
Call Options Held
14.6K
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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