Tpg Financial Advisors, LLC Ishares Russell Midcap Value E Transaction History

Tpg Financial Advisors, LLC

  • $226 Million
  • Q1 2025

A detailed history of Tpg Financial Advisors, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 1,736 shares of IWS stock, worth $221,947. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,736
Previous 1,858 6.57%
Holding current value
$221,947
Previous $240,000 9.17%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Apr 16, 2025
SELL
$122.59 - $135.24 $14,955 - $16,499
-122 Reduced 6.57%
1,736 $218,000
Q4 2024

Jan 13, 2025
SELL
$128.08 - $140.32 $14,601 - $15,996
-114 Reduced 5.78%
1,858 $240,000
Q3 2024

Oct 16, 2024
BUY
$119.52 - $132.25 $2,988 - $3,306
25 Added 1.28%
1,972 $260,000
Q2 2024

Oct 16, 2024
BUY
$117.31 - $125.13 $228,402 - $243,628
1,947 New
1,947 $235,000
Q2 2022

Jul 11, 2022
BUY
$99.42 - $121.64 $462,800 - $566,234
4,655 Added 190.47%
7,099 $721,000
Q1 2022

Apr 14, 2022
BUY
$112.23 - $123.59 $274,290 - $302,053
2,444 New
2,444 $292,000

Others Institutions Holding IWS

# of Institutions
1,023
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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