Naviter Wealth, LLC Ishares Russell Midcap Value E Transaction History

Naviter Wealth, LLC

  • $795 Million
  • Q2 2025

A detailed history of Naviter Wealth, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Naviter Wealth, LLC holds 11,211 shares of IWS stock, worth $1.54 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
11,211
Previous 11,407 1.72%
Holding current value
$1.54 Million
Previous $1.44 Million 3.13%
% of portfolio
0.19%
Previous 0.18%

Shares

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

Jul 28, 2025
SELL
$110.58 - $132.14 $21,673 - $25,899
-196 Reduced 1.72%
11,211 $1.48 Million
Q4 2024

Feb 07, 2025
BUY
$128.08 - $140.32 $1.46 Million - $1.6 Million
11,407 New
11,407 $1.48 Million

Others Institutions Holding IWS

# of Institutions
1,061
Shares Held
94.5M
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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