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 7,668 shares of IWS stock, worth $1.01 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,668
Previous 7,750 1.06%
Holding current value
$1.01 Million
Previous $935,000 8.45%
% of portfolio
0.04%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL MIDCAP VALUE E


  • 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.