Savvy Advisors, Inc. Ishares Russell Midcap Value E Transaction History

Savvy Advisors, Inc.

  • $1.46 Billion
  • Q2 2025

A detailed history of Savvy Advisors, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Savvy Advisors, Inc. holds 2,148 shares of IWS stock, worth $287,402. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,148
Previous 5,154 58.32%
Holding current value
$287,402
Previous $649,000 56.39%
% of portfolio
0.02%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$110.58 - $132.14 $332,403 - $397,212
-3,006 Reduced 58.32%
2,148 $283,000
Q1 2025

May 12, 2025
BUY
$122.59 - $135.24 $127,616 - $140,784
1,041 Added 25.31%
5,154 $649,000
Q4 2024

Feb 13, 2025
BUY
$128.08 - $140.32 $526,793 - $577,136
4,113 New
4,113 $531,000

Others Institutions Holding IWS

# of Institutions
1,027
Shares Held
94.4M
Call Options Held
9.5K
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
Track This Portfolio

Track Savvy Advisors, Inc. Portfolio

Follow Savvy Advisors, Inc. 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 Savvy Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Savvy Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email