A detailed history of Planned Solutions, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Planned Solutions, Inc. holds 420 shares of IWS stock, worth $56,393. This represents 0.02% of its overall portfolio holdings.

Number of Shares
420
Holding current value
$56,393
% of portfolio
0.02%

Shares

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

Oct 08, 2024

BUY
$119.52 - $132.25 $50,198 - $55,545
420 New
420 $55,000
Q4 2023

Jan 17, 2024

BUY
$97.63 - $117.08 $41,004 - $49,173
420 New
420 $48,000
Q1 2021

Apr 29, 2021

SELL
$95.27 - $111.97 $39,155 - $46,019
-411 Closed
0 $0
Q3 2020

Nov 06, 2020

BUY
$74.79 - $85.06 $30,738 - $34,959
411 New
411 $33,000

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


  • Ticker IWS
  • Sector ETFs
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