Marshall Financial Group Inc Ishares Russell Midcap Value E Transaction History

Marshall Financial Group Inc

  • $334 Million
  • Q2 2025

A detailed history of Marshall Financial Group Inc transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Marshall Financial Group Inc holds 3,295 shares of IWS stock, worth $464,364. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,295
Previous 3,285 0.3%
Holding current value
$464,364
Previous $413,000 5.33%
% of portfolio
0.13%
Previous 0.13%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$110.58 - $132.14 $1,105 - $1,321
10 Added 0.3%
3,295 $435,000
Q1 2025

Apr 30, 2025
BUY
$122.59 - $135.24 $1,225 - $1,352
10 Added 0.31%
3,285 $413,000
Q4 2024

Jan 24, 2025
BUY
$128.08 - $140.32 $1,536 - $1,683
12 Added 0.37%
3,275 $423,000
Q3 2024

Nov 04, 2024
BUY
$119.52 - $132.25 $1,434 - $1,587
12 Added 0.37%
3,263 $431,000
Q2 2024

Aug 09, 2024
BUY
$117.31 - $125.13 $1,055 - $1,126
9 Added 0.28%
3,251 $392,000
Q1 2024

May 08, 2024
BUY
$112.43 - $125.33 $899 - $1,002
8 Added 0.25%
3,242 $406,000
Q4 2023

Feb 07, 2024
BUY
$97.63 - $117.08 $2,831 - $3,395
29 Added 0.9%
3,234 $376,000
Q2 2023

Aug 10, 2023
BUY
$101.5 - $109.84 $913 - $988
9 Added 0.28%
3,205 $352,000
Q1 2023

May 02, 2023
SELL
$100.22 - $116.23 $33,172 - $38,472
-331 Reduced 9.38%
3,196 $339,000
Q4 2022

Feb 03, 2023
BUY
$96.57 - $111.69 $965 - $1,116
10 Added 0.28%
3,527 $371,000
Q1 2022

May 10, 2022
SELL
$112.23 - $123.59 $37,597 - $41,402
-335 Reduced 8.7%
3,517 $421,000
Q4 2021

Feb 08, 2022
BUY
$114.04 - $122.75 $38,773 - $41,735
340 Added 9.68%
3,852 $471,000
Q3 2021

Nov 15, 2021
BUY
$110.67 - $119.04 $95,286 - $102,493
861 Added 32.48%
3,512 $398,000
Q2 2021

Jul 29, 2021
BUY
$110.51 - $117.85 $331 - $353
3 Added 0.11%
2,651 $305,000
Q4 2020

Feb 04, 2021
BUY
$80.93 - $96.96 $161 - $193
2 Added 0.08%
2,648 $257,000
Q3 2020

Nov 10, 2020
BUY
$74.79 - $85.06 $149 - $170
2 Added 0.08%
2,646 $214,000
Q2 2020

Jul 27, 2020
BUY
$59.9 - $85.49 $158,375 - $226,035
2,644 New
2,644 $202,000
Q1 2020

Apr 23, 2020
SELL
$54.38 - $96.81 $172,275 - $306,694
-3,168 Closed
0 $0
Q4 2018

Feb 11, 2019
BUY
$72.26 - $90.19 $228,919 - $285,721
3,168 New
3,168 $242,000

Others Institutions Holding IWS

# of Institutions
1,037
Shares Held
93.4M
Call Options Held
14.6K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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