Marshall Financial Group Inc Ishares Russell Midcap Value E Transaction History

Marshall Financial Group Inc

  • $327 Million
  • Q4 2024

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 3,275 shares of IWS stock, worth $388,054. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,275
Previous 3,263 0.37%
Holding current value
$388,054
Previous $431,000 1.86%
% of portfolio
0.13%
Previous 0.13%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,020
Shares Held
97.4M
Call Options Held
19.1K
Put Options Held
4.8K
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 Marshall Financial Group Inc Portfolio

Follow Marshall Financial Group Inc 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 Marshall Financial Group Inc , based on Form 13F filings with the SEC.

News

Stay updated on Marshall Financial Group Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email