Nicolet Advisory Services, LLC Ishares Russell Midcap Value E Transaction History

Nicolet Advisory Services, LLC

  • $1.15 Billion
  • Q2 2025

A detailed history of Nicolet Advisory Services, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Nicolet Advisory Services, LLC holds 2,711 shares of IWS stock, worth $372,301. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,711
Previous 7,268 62.7%
Holding current value
$372,301
Previous $915,000 60.87%
% of portfolio
0.03%
Previous 0.09%

Shares

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

Aug 13, 2025
SELL
$110.58 - $132.14 $503,913 - $602,161
-4,557 Reduced 62.7%
2,711 $358,000
Q1 2025

May 08, 2025
BUY
$122.59 - $135.24 $251,799 - $277,782
2,054 Added 39.39%
7,268 $915,000
Q4 2024

Feb 12, 2025
BUY
$128.08 - $140.32 $431,885 - $473,159
3,372 Added 183.06%
5,214 $674,000
Q3 2024

Nov 12, 2024
BUY
$119.52 - $132.25 $4,661 - $5,157
39 Added 2.16%
1,842 $243,000
Q1 2024

May 09, 2024
SELL
$112.43 - $125.33 $161,112 - $179,597
-1,433 Reduced 44.28%
1,803 $225,000
Q4 2023

Feb 13, 2024
BUY
$97.63 - $117.08 $315,930 - $378,870
3,236 New
3,236 $376,000

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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