Peterson Financial Group, Inc. Ishares Russell Midcap Value E Transaction History

Peterson Financial Group, Inc.

  • $26 Billion
  • Q3 2024

A detailed history of Peterson Financial Group, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Peterson Financial Group, Inc. holds 5,017 shares of IWS stock, worth $670,772. This represents 2.55% of its overall portfolio holdings.

Number of Shares
5,017
Previous 5,592 10.28%
Holding current value
$670,772
Previous $675 Million 1.73%
% of portfolio
2.55%
Previous 4.12%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$119.52 - $132.25 $68,724 - $76,043
-575 Reduced 10.28%
5,017 $664 Million
Q2 2024

Aug 12, 2024
BUY
$117.31 - $125.13 $655,997 - $699,726
5,592 New
5,592 $675 Million
Q1 2024

Aug 28, 2024
SELL
$112.43 - $125.33 $76,677 - $85,475
-682 Reduced 10.06%
6,098 $764 Million
Q4 2023

Aug 28, 2024
BUY
$97.63 - $117.08 $35,732 - $42,851
366 Added 5.71%
6,780 $788 Million
Q4 2023

Feb 12, 2024
SELL
$97.63 - $117.08 $74,882 - $89,800
-767 Reduced 11.72%
5,780 $672,000
Q3 2023

Aug 28, 2024
BUY
$103.48 - $114.68 $14,797 - $16,399
143 Added 2.28%
6,414 $669 Million
Q3 2023

Oct 31, 2023
SELL
$103.48 - $114.68 $4,760 - $5,275
-46 Reduced 0.7%
6,547 $683,000
Q2 2023

Aug 28, 2024
BUY
$101.5 - $109.84 $68,918 - $74,581
679 Added 12.14%
6,271 $689 Million
Q2 2023

Aug 04, 2023
SELL
$101.5 - $109.84 $22,634 - $24,494
-223 Reduced 3.27%
6,593 $724,000
Q1 2023

Aug 27, 2024
BUY
$100.22 - $116.23 $74,162 - $86,010
740 Added 13.23%
6,332 $672 Million
Q1 2023

Apr 25, 2023
BUY
$100.22 - $116.23 $4,810 - $5,579
48 Added 0.71%
6,816 $723,000
Q4 2022

Aug 27, 2024
BUY
$96.57 - $111.69 $163,975 - $189,649
1,698 Added 30.36%
7,290 $768 Million
Q4 2022

Feb 03, 2023
SELL
$96.57 - $111.69 $132,976 - $153,797
-1,377 Reduced 16.91%
6,768 $712,000
Q3 2022

Aug 26, 2024
SELL
$96.05 - $115.74 $30,447 - $36,689
-317 Reduced 3.54%
8,630 $829 Million
Q3 2022

Oct 17, 2022
SELL
$96.05 - $115.74 $37,747 - $45,485
-393 Reduced 4.6%
8,145 $783,000
Q2 2022

Aug 26, 2024
BUY
$99.42 - $121.64 $333,554 - $408,102
3,355 Added 60.0%
8,947 $909 Million
Q2 2022

Jul 20, 2022
BUY
$99.42 - $121.64 $32,709 - $40,019
329 Added 4.01%
8,538 $868,000
Q1 2022

Aug 26, 2024
BUY
$112.23 - $123.59 $417,046 - $459,260
3,716 Added 66.45%
9,308 $1.11 Billion
Q1 2022

Jul 19, 2022
SELL
$112.23 - $123.59 $214,247 - $235,933
-1,909 Reduced 18.87%
8,209 $982,000
Q1 2022

Apr 18, 2022
SELL
$112.23 - $123.59 $2.3 Million - $2.54 Million
-20,530 Reduced 66.99%
10,118 $1.21 Million
Q4 2021

Aug 22, 2024
BUY
$114.04 - $122.75 $424,799 - $457,243
3,725 Added 66.61%
9,317 $1.14 Billion
Q4 2021

Jan 31, 2022
BUY
$114.04 - $122.75 $3.5 Million - $3.76 Million
30,648 New
30,648 $3.75 Million

Others Institutions Holding IWS

# of Institutions
963
Shares Held
93.7M
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
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More about IWS
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