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

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,914 shares of IWS stock, worth $256,303. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,914
Holding current value
$256,303
% of portfolio
0.02%

Shares

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

Jul 23, 2025
BUY
$110.58 - $132.14 $211,650 - $252,915
1,914 New
1,914 $253 Million
Q3 2024

Oct 21, 2024
BUY
$119.52 - $132.25 $379,715 - $420,158
3,177 New
3,177 $420 Million

Others Institutions Holding IWS

# of Institutions
1,023
Shares Held
93.7M
Call Options Held
9.5K
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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