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

Sax Wealth Advisors, LLC

  • $1.37 Billion
  • Q1 2025

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 4,574 shares of IWS stock, worth $589,497. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,574
Previous 3,253 40.61%
Holding current value
$589,497
Previous $420,000 37.14%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$122.59 - $135.24 $161,941 - $178,652
1,321 Added 40.61%
4,574 $576,000
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
1,024
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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