Phillips Financial Management, LLC Ishares Russell Midcap Value E Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

A detailed history of Phillips Financial Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Phillips Financial Management, LLC holds 4,859 shares of IWS stock, worth $652,515. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,859
Previous 4,859 -0.0%
Holding current value
$652,515
Previous $586,000 9.56%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$117.31 - $125.13 $11,848 - $12,638
101 Added 2.12%
4,859 $586,000
Q1 2024

Apr 23, 2024
SELL
$112.43 - $125.33 $21,923 - $24,439
-195 Reduced 3.94%
4,758 $596,000
Q4 2022

Jan 24, 2023
SELL
$96.57 - $111.69 $579 - $670
-6 Reduced 0.12%
4,953 $0
Q3 2022

Nov 08, 2022
BUY
$96.05 - $115.74 $476,311 - $573,954
4,959 New
4,959 $476,000
Q2 2022

Jul 22, 2022
SELL
$99.42 - $121.64 $492,427 - $602,482
-4,953 Closed
0 $0
Q1 2022

May 06, 2022
BUY
$112.23 - $123.59 $555,875 - $612,141
4,953 New
4,953 $593,000

Others Institutions Holding IWS

# of Institutions
939
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
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