Liberty Wealth Management LLC Ishares Russell Midcap Value E Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 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

939

Shares Held

93.3M

Call Options Held

36.4K

Put Options Held

1.6K

About ISHARES RUSSELL MIDCAP VALUE E

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