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

Lji Wealth Management, LLC

  • $508 Billion
  • Q4 2024

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 3,765 shares of IWS stock, worth $499,803. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,765
Previous 4,700 19.89%
Holding current value
$499,803
Previous $622 Million 21.66%
% of portfolio
0.1%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,014
Shares Held
97.4M
Call Options Held
28.8K
Put Options Held
6.2K
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 Lji Wealth Management, LLC Portfolio

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

News

Stay updated on Lji Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email