Joel Isaacson & Co., LLC Ishares Russell Midcap Value E Transaction History

Joel Isaacson & Co., LLC

  • $2.39 Billion
  • Q2 2025

A detailed history of Joel Isaacson & Co., LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 2,343 shares of IWS stock, worth $321,764. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,343
Previous 2,418 3.1%
Holding current value
$321,764
Previous $304,000 1.64%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$110.58 - $132.14 $8,293 - $9,910
-75 Reduced 3.1%
2,343 $309,000
Q1 2025

Apr 24, 2025
BUY
$122.59 - $135.24 $122 - $135
1 Added 0.04%
2,418 $304,000
Q4 2024

Jan 28, 2025
BUY
$128.08 - $140.32 $256 - $280
2 Added 0.08%
2,417 $312,000
Q3 2024

Oct 23, 2024
BUY
$119.52 - $132.25 $239 - $264
2 Added 0.08%
2,415 $319,000
Q2 2024

Jul 23, 2024
BUY
$117.31 - $125.13 $70,737 - $75,453
603 Added 33.31%
2,413 $291,000
Q1 2024

Apr 29, 2024
BUY
$112.43 - $125.33 $112 - $125
1 Added 0.06%
1,810 $226,000
Q4 2023

Jan 24, 2024
BUY
$97.63 - $117.08 $176,612 - $211,797
1,809 New
1,809 $210,000

Others Institutions Holding IWS

# of Institutions
1,047
Shares Held
93.3M
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
Track This Portfolio

Track Joel Isaacson & Co., LLC Portfolio

Follow Joel Isaacson & Co., LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Joel Isaacson & Co., LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joel Isaacson & Co., LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email