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

Nicolet Advisory Services, LLC

  • $1.05 Billion
  • Q3 2024

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 1,842 shares of IWS stock, worth $257,677. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,842
Previous 1,803 2.16%
Holding current value
$257,677
Previous $217,000 11.98%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
940
Shares Held
93.3M
Call Options Held
36.4K
Put Options Held
1.6K
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 Nicolet Advisory Services, LLC Portfolio

Follow Nicolet Advisory Services, 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 Nicolet Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nicolet Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email