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

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,563 shares of IWS stock, worth $351,976. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,563
Previous 2,036 25.88%
Holding current value
$351,976
Previous $256,000 32.03%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2025
BUY
$110.58 - $132.14 $58,275 - $69,637
527 Added 25.88%
2,563 $338,000
Q4 2024

May 30, 2025
BUY
$128.08 - $140.32 $640 - $701
5 Added 0.25%
2,041 $263,000
Q4 2024

May 29, 2025
BUY
$128.08 - $140.32 $640 - $701
5 Added 0.25%
2,041 $263,000
Q4 2024

Feb 11, 2025
BUY
$128.08 - $140.32 $260,770 - $285,691
2,036 New
2,036 $271 Million

Others Institutions Holding IWS

# of Institutions
1,059
Shares Held
93.6M
Call Options Held
14.6K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

IWS Quotes by TradingView
  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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