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 $3,625. This represents 0.0% of its overall portfolio holdings.

Number of Shares
27
Holding current value
$3,625
% of portfolio
0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL MIDCAP VALUE E


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