Moneco Advisors, LLC Ishares Russell Midcap Value E Transaction History

Moneco Advisors, LLC

  • $778 Million
  • Q3 2024

A detailed history of Moneco Advisors, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Moneco Advisors, LLC holds 1,937 shares of IWS stock, worth $268,526. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,937
Previous 1,937 -0.0%
Holding current value
$268,526
Previous $233,000 9.87%
% of portfolio
0.03%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 02, 2023
SELL
$101.5 - $109.84 $23,243 - $25,153
-229 Reduced 10.57%
1,937 $212,000
Q1 2023

May 11, 2023
SELL
$100.22 - $116.23 $13,930 - $16,155
-139 Reduced 6.03%
2,166 $230,000
Q4 2022

Jan 27, 2023
BUY
$96.57 - $111.69 $5,794 - $6,701
60 Added 2.67%
2,305 $242,000
Q3 2022

Nov 01, 2022
SELL
$96.05 - $115.74 $6,915 - $8,333
-72 Reduced 3.11%
2,245 $216,000
Q2 2022

Aug 10, 2022
BUY
$99.42 - $121.64 $24,954 - $30,531
251 Added 12.15%
2,317 $235,000
Q1 2022

May 09, 2022
BUY
$112.23 - $123.59 $224 - $247
2 Added 0.1%
2,066 $247,000
Q4 2021

Feb 08, 2022
BUY
$114.04 - $122.75 $228 - $245
2 Added 0.1%
2,064 $242,000
Q3 2021

Nov 03, 2021
BUY
$110.67 - $119.04 $8,964 - $9,642
81 Added 4.09%
2,062 $234,000
Q2 2021

Aug 10, 2021
BUY
$110.51 - $117.85 $218,920 - $233,460
1,981 New
1,981 $228,000
Q1 2020

May 11, 2020
SELL
$54.38 - $96.81 $131,545 - $234,183
-2,419 Closed
0 $0
Q4 2019

Jan 21, 2020
BUY
$86.25 - $94.77 $603 - $663
7 Added 0.29%
2,419 $233,000
Q3 2019

Oct 31, 2019
SELL
$84.39 - $91.13 $2,109 - $2,278
-25 Reduced 1.03%
2,412 $216,000
Q2 2019

Jul 24, 2019
BUY
$83.93 - $89.74 $503 - $538
6 Added 0.25%
2,437 $217,000
Q1 2019

Apr 26, 2019
BUY
$75.3 - $87.47 $183,054 - $212,639
2,431 New
2,431 $211,000

Others Institutions Holding IWS

# of Institutions
939
Shares Held
93.3M
Call Options Held
36.4K
Put Options Held
1.6K
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 Moneco Advisors, LLC Portfolio

Follow Moneco Advisors, 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 Moneco Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneco Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email