Plante Moran Financial Advisors, LLC Ishares Russell Midcap Value E Transaction History

Plante Moran Financial Advisors, LLC

  • $1.17 Billion
  • Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 1,708 shares of IWS stock, worth $239,239. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,708
Previous 2,068 17.41%
Holding current value
$239,239
Previous $249,000 9.64%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 30, 2024
SELL
$119.52 - $132.25 $43,027 - $47,610
-360 Reduced 17.41%
1,708 $225,000
Q2 2024

Aug 12, 2024
BUY
$117.31 - $125.13 $19,356 - $20,646
165 Added 8.67%
2,068 $249,000
Q1 2024

May 09, 2024
BUY
$112.43 - $125.33 $6,183 - $6,893
55 Added 2.98%
1,903 $238,000
Q4 2023

Feb 05, 2024
BUY
$97.63 - $117.08 $165,482 - $198,450
1,695 Added 1107.84%
1,848 $214,000
Q3 2023

Nov 07, 2023
BUY
$103.48 - $114.68 $1,241 - $1,376
12 Added 8.51%
153 $15,000
Q2 2023

Aug 07, 2023
BUY
$101.5 - $109.84 $1,319 - $1,427
13 Added 10.16%
141 $15,000
Q1 2023

May 08, 2023
BUY
$100.22 - $116.23 $100 - $116
1 Added 0.79%
128 $13,000
Q4 2022

Feb 09, 2023
SELL
$96.57 - $111.69 $6,953 - $8,041
-72 Reduced 36.18%
127 $13,000
Q2 2022

Aug 02, 2022
SELL
$99.42 - $121.64 $695 - $851
-7 Reduced 3.4%
199 $20,000
Q1 2022

May 06, 2022
BUY
$112.23 - $123.59 $897 - $988
8 Added 4.04%
206 $25,000
Q3 2021

Nov 08, 2021
BUY
$110.67 - $119.04 $8,078 - $8,689
73 Added 58.4%
198 $22,000
Q4 2020

Feb 09, 2021
BUY
$80.93 - $96.96 $10,116 - $12,120
125 New
125 $12,000
Q3 2020

Nov 12, 2020
SELL
$74.79 - $85.06 $12,115 - $13,779
-162 Closed
0 $0
Q1 2020

May 07, 2020
SELL
$54.38 - $96.81 $16,640 - $29,623
-306 Reduced 65.38%
162 $10,000
Q4 2019

Feb 14, 2020
BUY
$86.25 - $94.77 $517 - $568
6 Added 1.3%
468 $44,000
Q3 2019

Nov 13, 2019
BUY
$84.39 - $91.13 $25,317 - $27,339
300 Added 185.19%
462 $41,000
Q1 2019

May 13, 2019
SELL
$75.3 - $87.47 $2,936 - $3,411
-39 Reduced 19.4%
162 $14,000
Q4 2018

Jan 29, 2019
BUY
$72.26 - $90.19 $2,818 - $3,517
39 Added 24.07%
201 $15,000
Q3 2017

Nov 08, 2017
BUY
$84.38 - $84.93 $13,669 - $13,758
162
162 $14,000

Others Institutions Holding IWS

# of Institutions
940
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
Track This Portfolio

Track Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email