Nvest Financial, LLC Ishares Russell Midcap Value E Transaction History

Nvest Financial, LLC

  • $187 Million
  • Q4 2024

A detailed history of Nvest Financial, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Nvest Financial, LLC holds 2,587 shares of IWS stock, worth $339,647. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,587
Previous 2,246 15.18%
Holding current value
$339,647
Previous $297,000 12.46%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Jan 22, 2025
BUY
$128.08 - $140.32 $43,675 - $47,849
341 Added 15.18%
2,587 $334,000
Q3 2024

Oct 09, 2024
SELL
$119.52 - $132.25 $14,581 - $16,134
-122 Reduced 5.15%
2,246 $297,000
Q2 2024

Jul 19, 2024
SELL
$117.31 - $125.13 $1,876 - $2,002
-16 Reduced 0.67%
2,368 $285,000
Q1 2024

Apr 18, 2024
BUY
$112.43 - $125.33 $27,882 - $31,081
248 Added 11.61%
2,384 $298,000
Q4 2023

Jan 22, 2024
BUY
$97.63 - $117.08 $208,537 - $250,082
2,136 New
2,136 $248,000

Others Institutions Holding IWS

# of Institutions
1,021
Shares Held
97.4M
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
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