Liberty Wealth Management LLC Ishares Russell Midcap Value E Transaction History

Liberty Wealth Management LLC

  • $546 Million
  • Q2 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 15, 2022
SELL
$114.04 - $122.75 $25,202 - $27,127
-221 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$110.67 - $119.04 $110 - $119
1 Added 0.45%
221 $25,000
Q2 2021

Aug 13, 2021
SELL
$110.51 - $117.85 $2.78 Million - $2.96 Million
-25,128 Reduced 99.13%
220 $25,000
Q2 2021

Aug 13, 2021
BUY
$110.51 - $117.85 $2.78 Million - $2.97 Million
25,193 Added 16253.55%
25,348 $220,000
Q3 2020

Nov 05, 2020
BUY
$74.79 - $85.06 $74 - $85
1 Added 0.65%
155 $13,000
Q2 2020

Aug 04, 2020
BUY
$59.9 - $85.49 $59 - $85
1 Added 0.65%
154 $12,000
Q1 2020

Apr 27, 2020
BUY
$54.38 - $96.81 $54 - $96
1 Added 0.66%
153 $10,000
Q4 2019

Feb 05, 2020
BUY
$86.25 - $94.77 $172 - $189
2 Added 1.33%
152 $14,000
Q3 2019

Oct 30, 2019
SELL
$84.39 - $91.13 $84 - $91
-1 Reduced 0.66%
150 $14,000
Q2 2019

Jul 30, 2019
BUY
$83.93 - $89.74 $167 - $179
2 Added 1.34%
151 $13,000
Q1 2019

Apr 18, 2019
BUY
$75.3 - $87.47 $75 - $87
1 Added 0.68%
149 $12,000
Q4 2018

Mar 26, 2019
BUY
$72.26 - $90.19 $10,694 - $13,348
148 New
148 $11,000

Others Institutions Holding IWS

# of Institutions
923
Shares Held
94.8M
Call Options Held
43.6K
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 Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management 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 Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email