Optimum Investment Advisors Ishares Russell Midcap Value E Transaction History

Optimum Investment Advisors

  • $223 Million
  • Q2 2025

A detailed history of Optimum Investment Advisors transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Optimum Investment Advisors holds 516 shares of IWS stock, worth $70,862. This represents 0.03% of its overall portfolio holdings.

Number of Shares
516
Previous 516 -0.0%
Holding current value
$70,862
Previous $65,000 4.62%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 08, 2024
SELL
$97.63 - $117.08 $36,611 - $43,905
-375 Reduced 42.09%
516 $60,000
Q2 2023

Aug 03, 2023
BUY
$101.5 - $109.84 $30,450 - $32,952
300 Added 50.76%
891 $97,000
Q1 2020

Apr 21, 2020
SELL
$54.38 - $96.81 $13,595 - $24,202
-250 Reduced 29.73%
591 $38,000
Q3 2019

Oct 17, 2019
SELL
$84.39 - $91.13 $9,367 - $10,115
-111 Reduced 11.66%
841 $75,000
Q3 2018

Oct 05, 2018
BUY
$88.08 - $92.33 $14,885 - $15,603
169 Added 21.58%
952 $86,000
Q1 2018

May 09, 2018
BUY
$83.92 - $92.83 $65,709 - $72,685
783 New
783 $68,000

Others Institutions Holding IWS

# of Institutions
1,044
Shares Held
93.4M
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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