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 2,413 shares of IWS stock, worth $323,993. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,413
Previous 1,810 33.31%
Holding current value
$323,993
Previous $226,000 28.76%
% of portfolio
0.02%
Previous 0.01%

Shares

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

About ISHARES RUSSELL MIDCAP VALUE E


  • 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.