A detailed history of Private Wealth Management Group, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 415 shares of IWS stock, worth $53,883. This represents 0.02% of its overall portfolio holdings.

Number of Shares
415
Previous 612 32.19%
Holding current value
$53,883
Previous $73.9 Million 25.73%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 29, 2024

SELL
$119.52 - $132.25 $23,545 - $26,053
-197 Reduced 32.19%
415 $54.9 Million
Q2 2024

Aug 13, 2024

BUY
$117.31 - $125.13 $57,481 - $61,313
490 Added 401.64%
612 $73.9 Million
Q4 2023

Feb 08, 2024

BUY
$97.63 - $117.08 $11,910 - $14,283
122 New
122 $14.2 Million

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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