A detailed history of Koss Olinger Consulting, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Koss Olinger Consulting, LLC holds 8,803 shares of IWS stock, worth $1.16 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,803
Holding current value
$1.16 Million
% of portfolio
0.1%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$117.31 - $125.13 $1.03 Million - $1.1 Million
8,803 New
8,803 $1.06 Million
Q4 2023

Feb 13, 2024

SELL
$97.63 - $117.08 $35,927 - $43,085
-368 Reduced 3.71%
9,552 $1.11 Million
Q3 2023

Oct 10, 2023

SELL
$103.48 - $114.68 $1,759 - $1,949
-17 Reduced 0.17%
9,920 $1.04 Million
Q2 2023

Jul 28, 2023

SELL
$101.5 - $109.84 $2,537 - $2,746
-25 Reduced 0.25%
9,937 $1.09 Million
Q1 2023

May 12, 2023

SELL
$100.22 - $116.23 $200 - $232
-2 Reduced 0.02%
9,962 $1.06 Million
Q4 2022

Feb 13, 2023

BUY
$96.57 - $111.69 $193 - $223
2 Added 0.02%
9,964 $1.05 Million
Q3 2022

Nov 14, 2022

SELL
$96.05 - $115.74 $22,091 - $26,620
-230 Reduced 2.26%
9,962 $957,000
Q2 2022

Jul 08, 2022

BUY
$99.42 - $121.64 $15,708 - $19,219
158 Added 1.57%
10,192 $1.04 Million
Q1 2022

May 06, 2022

SELL
$112.23 - $123.59 $57,237 - $63,030
-510 Reduced 4.84%
10,034 $1.2 Million
Q4 2021

Feb 07, 2022

SELL
$114.04 - $122.75 $2,166 - $2,332
-19 Reduced 0.18%
10,544 $1.29 Million
Q3 2021

Nov 09, 2021

SELL
$110.67 - $119.04 $3,762 - $4,047
-34 Reduced 0.32%
10,563 $1.2 Million
Q2 2021

Aug 11, 2021

SELL
$110.51 - $117.85 $44,204 - $47,140
-400 Reduced 3.64%
10,597 $1.22 Million
Q1 2021

May 14, 2021

BUY
$95.27 - $111.97 $1.05 Million - $1.23 Million
10,997 New
10,997 $1.2 Million

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
Track This Portfolio

Track Koss Olinger Consulting, LLC Portfolio

Follow Koss Olinger Consulting, 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 Koss Olinger Consulting, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Koss Olinger Consulting, LLC with notifications on news.