N.E.W. Advisory Services LLC Ishares S&P Midcap 400 Value E Transaction History

N.E.W. Advisory Services LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 01, 2022	SELL	$91.51 - $110.2 $276,360 - $332,804	-3,020 Closed	0 $0
Q1 2022 Apr 11, 2022	BUY	$102.52 - $112.86 $309,610 - $340,837	3,020 New	3,020 $307,000
Q3 2021 Oct 13, 2021	SELL	$99.84 - $108.44 $205,470 - $223,169	-2,058 Closed	0 $0
Q2 2021 Jul 15, 2021	SELL	$102.45 - $110.12 $98,556 - $105,935	-962 Reduced 31.85%	2,058 $216,000
Q1 2021 Apr 14, 2021	SELL	$84.81 - $105.35 $166,397 - $206,696	-1,962 Reduced 39.38%	3,020 $311,000
Q4 2020 Jan 14, 2021	BUY	$68.27 - $86.35 $340,121 - $430,195	4,982 New	4,982 $430,000

837

41M

Get notified when there are updates to the investment portfolio of N.E.W. Advisory Services LLC, based on Form 13F filings with the SEC.

Stay updated on N.E.W. Advisory Services LLC with notifications on news.