A detailed history of Resurgent Financial Advisors LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 1,803 shares of IWS stock, worth $244,522. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,803
Previous 1,803 -0.0%
Holding current value
$244,522
Previous $217,000 9.68%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Aug 14, 2024

BUY
$117.31 - $125.13 $211,509 - $225,609
1,803 New
1,803 $217,000
Q4 2023

Feb 09, 2024

BUY
$97.63 - $117.08 $29,386 - $35,241
301 Added 74.88%
703 $81,000
Q3 2023

Nov 13, 2023

BUY
$103.48 - $114.68 $20,282 - $22,477
196 Added 95.15%
402 $41,000
Q1 2023

May 15, 2023

SELL
$100.22 - $116.23 $85,988 - $99,725
-858 Reduced 80.64%
206 $21,000
Q4 2022

Feb 14, 2023

BUY
$96.57 - $111.69 $102,750 - $118,838
1,064 New
1,064 $112,000

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


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