Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Russell Midcap Value E Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.63 Billion
  • Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 6,666 shares of IWS stock, worth $833,983. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,666
Previous 7,668 13.07%
Holding current value
$833,983
Previous $1.01 Million 14.99%
% of portfolio
0.03%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$128.08 - $140.32 $128,336 - $140,600
-1,002 Reduced 13.07%
6,666 $862,000
Q3 2024

Nov 08, 2024
SELL
$119.52 - $132.25 $9,800 - $10,844
-82 Reduced 1.06%
7,668 $1.01 Million
Q2 2024

Aug 13, 2024
BUY
$117.31 - $125.13 $882,640 - $941,478
7,524 Added 3329.2%
7,750 $935,000
Q1 2024

Apr 30, 2024
BUY
$112.43 - $125.33 $25,409 - $28,324
226 New
226 $28,000
Q4 2022

Feb 14, 2023
SELL
$96.57 - $111.69 $1,448 - $1,675
-15 Reduced 10.0%
135 $14,000
Q3 2022

Oct 26, 2022
BUY
$96.05 - $115.74 $1,536 - $1,851
16 Added 11.94%
150 $14,000
Q2 2022

Aug 10, 2022
BUY
$99.42 - $121.64 $99 - $121
1 Added 0.75%
134 $13,000
Q4 2021

Feb 14, 2022
SELL
$114.04 - $122.75 $5,816 - $6,260
-51 Reduced 27.72%
133 $16,000
Q3 2021

Nov 02, 2021
BUY
$110.67 - $119.04 $20,363 - $21,903
184 New
184 $20,000
Q3 2018

Nov 14, 2018
SELL
$88.08 - $92.33 $3,347 - $3,508
-38 Closed
0 $0
Q1 2018

May 15, 2018
BUY
$83.92 - $92.83 $3,188 - $3,527
38 New
38 $3,000

Others Institutions Holding IWS

# of Institutions
1,022
Shares Held
97.6M
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 Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio

Follow Nelson, Van Denburg & Campbell Wealth Management Group, 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 Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email