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

Savvy Advisors, Inc.

  • $974 Million
  • Q1 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 5,154 shares of IWS stock, worth $666,824. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,154
Previous 4,113 25.31%
Holding current value
$666,824
Previous $531,000 22.22%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,024
Shares Held
97.6M
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
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