Sax Wealth Advisors, LLC Ishares Russell Midcap Value E Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 3,253 shares of IWS stock, worth $427,086. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,253
Previous 1,579 106.02%
Holding current value
$427,086
Previous $208,000 101.92%
% of portfolio
0.03%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$128.08 - $140.32 $214,405 - $234,895
1,674 Added 106.02%
3,253 $420,000
Q3 2024

Oct 17, 2024
BUY
$119.52 - $132.25 $188,722 - $208,822
1,579 New
1,579 $208,000

Others Institutions Holding IWS

# of Institutions
1,021
Shares Held
97.4M
Call Options Held
19.1K
Put Options Held
4.8K
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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