Lji Wealth Management, LLC Ishares Russell Midcap Value E Transaction History

Lji Wealth Management, LLC

$574 Billion
Q2 2025

A detailed history of Lji Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Lji Wealth Management, LLC holds 3,272 shares of IWS stock, worth $438,153. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,272

Previous 3,365 2.76%

Holding current value

$438,153

Previous $424 Million 2.0%

% of portfolio

0.08%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$110.58 - $132.14 $10,283 - $12,289	-93 Reduced 2.76%	3,272 $432 Million
Q1 2025 May 01, 2025	SELL	$122.59 - $135.24 $49,036 - $54,096	-400 Reduced 10.62%	3,365 $424 Million
Q4 2024 Jan 28, 2025	SELL	$128.08 - $140.32 $119,754 - $131,199	-935 Reduced 19.89%	3,765 $487 Million
Q3 2024 Nov 06, 2024	SELL	$119.52 - $132.25 $12,788 - $14,150	-107 Reduced 2.23%	4,700 $622 Million
Q1 2024 May 15, 2024	SELL	$112.43 - $125.33 $19,450 - $21,682	-173 Reduced 3.47%	4,807 $602 Million
Q2 2023 Feb 02, 2024	BUY	$101.5 - $109.84 $14,210 - $15,377	140 Added 2.89%	4,980 $547 Million
Q4 2022 Jan 02, 2024	BUY	$96.57 - $111.69 $467,398 - $540,579	4,840 New	4,840 $510 Million

Others Institutions Holding IWS

# of Institutions

1,027

Shares Held

94.4M

Call Options Held

9.5K

Put Options Held

View Full List

About ISHARES RUSSELL MIDCAP VALUE E

Ticker IWS
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Lji Wealth Management, LLC Ishares Russell Midcap Value E Transaction History