Rtd Financial Advisors, Inc. Ishares Russell Midcap Value E Transaction History

Rtd Financial Advisors, Inc.

  • $832 Million
  • Q3 2025

A detailed history of Rtd Financial Advisors, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 144,812 shares of IWS stock, worth $20 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares
144,812
Previous 140,569 3.02%
Holding current value
$20 Million
Previous $18.6 Million 8.89%
% of portfolio
2.43%
Previous 2.38%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$132.83 - $140.61 $563,597 - $596,608
4,243 Added 3.02%
144,812 $20.2 Million
Q2 2025

Jul 15, 2025
SELL
$110.58 - $132.14 $3.18 Million - $3.8 Million
-28,768 Reduced 16.99%
140,569 $18.6 Million
Q1 2025

Apr 16, 2025
BUY
$122.59 - $135.24 $750,373 - $827,804
6,121 Added 3.75%
169,337 $21.3 Million
Q4 2024

Jan 21, 2025
BUY
$128.08 - $140.32 $1.45 Million - $1.59 Million
11,344 Added 7.47%
163,216 $21.1 Million
Q3 2024

Oct 30, 2024
BUY
$119.52 - $132.25 $1.06 Million - $1.18 Million
8,892 Added 6.22%
151,872 $20.1 Million
Q2 2024

Jul 22, 2024
BUY
$117.31 - $125.13 $117,896 - $125,755
1,005 Added 0.71%
142,980 $17.3 Million
Q1 2024

Apr 19, 2024
BUY
$112.43 - $125.33 $759,352 - $846,478
6,754 Added 4.99%
141,975 $17.8 Million
Q4 2023

Jan 17, 2024
SELL
$97.63 - $117.08 $50,474 - $60,530
-517 Reduced 0.38%
135,221 $15.7 Million
Q3 2023

Oct 19, 2023
SELL
$103.48 - $114.68 $285,915 - $316,860
-2,763 Reduced 1.99%
135,738 $14.2 Million
Q2 2023

Jul 13, 2023
BUY
$101.5 - $109.84 $250,603 - $271,194
2,469 Added 1.82%
138,501 $15.2 Million
Q1 2023

Apr 18, 2023
SELL
$100.22 - $116.23 $118,760 - $137,732
-1,185 Reduced 0.86%
136,032 $14.4 Million
Q4 2022

Jan 24, 2023
BUY
$96.57 - $111.69 $22,983 - $26,582
238 Added 0.17%
137,217 $0
Q3 2022

Oct 12, 2022
SELL
$96.05 - $115.74 $297,755 - $358,794
-3,100 Reduced 2.21%
136,979 $13.2 Million
Q2 2022

Jul 21, 2022
SELL
$99.42 - $121.64 $1.44 Million - $1.76 Million
-14,455 Reduced 9.35%
140,079 $14.2 Million
Q1 2022

May 03, 2022
BUY
$112.23 - $123.59 $181,475 - $199,845
1,617 Added 1.06%
154,534 $18.5 Million
Q4 2021

May 02, 2022
BUY
$114.04 - $122.75 $17.4 Million - $18.8 Million
152,917 New
152,917 $18.7 Million

Others Institutions Holding IWS

# of Institutions
1,060
Shares Held
93.6M
Call Options Held
17.5K
Put Options Held
0
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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