Jackson, Grant Investment Advisers, Inc. Ishares Russell Midcap Value E Transaction History

Jackson, Grant Investment Advisers, Inc.

$265 Million
Q3 2024

A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 27 shares of IWS stock, worth $3,517. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,517

% of portfolio

0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$119.52 - $132.25 $3,227 - $3,570	27 New	27 $3,000
Q1 2020 May 12, 2020	SELL	$54.38 - $96.81 $41,002 - $72,994	-754 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$86.25 - $94.77 $431 - $473	5 Added 0.67%	754 $71,000
Q3 2019 Nov 20, 2019	BUY	$84.39 - $91.13 $337 - $364	4 Added 0.54%	749 $67,000
Q2 2019 Aug 13, 2019	BUY	$83.93 - $89.74 $251 - $269	3 Added 0.4%	745 $66,000
Q1 2019 May 07, 2019	BUY	$75.3 - $87.47 $301 - $349	4 Added 0.54%	742 $64,000
Q4 2018 Jan 23, 2019	BUY	$72.26 - $90.19 $650 - $811	9 Added 1.23%	738 $56,000
Q3 2018 Nov 15, 2018	BUY	$88.08 - $92.33 $352 - $369	4 Added 0.55%	729 $66,000
Q1 2018 May 14, 2018	BUY	$83.92 - $92.83 $251 - $278	3 Added 0.42%	725 $63,000
Q4 2017 Feb 01, 2018	BUY	$85.33 - $89.5 $61,608 - $64,619	722	722 $64,000

Others Institutions Holding IWS

# of Institutions

938

Shares Held

93.3M

Call Options Held

36.4K

Put Options Held

1.6K

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About ISHARES RUSSELL MIDCAP VALUE E

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Jackson, Grant Investment Advisers, Inc. Ishares Russell Midcap Value E Transaction History