Olistico Wealth, LLC Ishares Russell Midcap Value E Transaction History

Olistico Wealth, LLC

  • $162 Billion
  • Q1 2025

A detailed history of Olistico Wealth, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Olistico Wealth, LLC holds 823 shares of IWS stock, worth $101,023. This represents 0.06% of its overall portfolio holdings.

Number of Shares
823
Previous 844 2.49%
Holding current value
$101,023
Previous $109 Million 4.91%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$122.59 - $135.24 $2,574 - $2,840
-21 Reduced 2.49%
823 $104 Million
Q4 2024

Jan 17, 2025
BUY
$128.08 - $140.32 $128 - $140
1 Added 0.12%
844 $109 Million
Q3 2024

Oct 08, 2024
SELL
$119.52 - $132.25 $33,226 - $36,765
-278 Reduced 24.8%
843 $112 Million
Q2 2024

Jul 09, 2024
BUY
$117.31 - $125.13 $131,504 - $140,270
1,121 New
1,121 $135 Million
Q4 2023

Feb 12, 2024
BUY
$97.63 - $117.08 $170,559 - $204,538
1,747 New
1,747 $203 Million

Others Institutions Holding IWS

# of Institutions
1,020
Shares Held
97.7M
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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