Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024

BUY
$112.43 - $125.33 $182,698 - $203,661
1,625 New
1,625 $203,000
Q4 2018

Jan 17, 2019

SELL
$72.26 - $90.19 $268,084 - $334,604
-3,710 Closed
0 $0
Q3 2018

Oct 04, 2018

SELL
$88.08 - $92.33 $3,523 - $3,693
-40 Reduced 1.07%
3,710 $335,000
Q2 2018

Jul 12, 2018

BUY
$84.61 - $90.01 $5,499 - $5,850
65 Added 1.76%
3,750 $332,000
Q1 2018

Apr 11, 2018

SELL
$83.92 - $92.83 $1,678 - $1,856
-20 Reduced 0.54%
3,685 $318,000
Q4 2017

Jan 10, 2018

BUY
$85.33 - $89.5 $25,599 - $26,850
300 Added 8.81%
3,705 $330,000
Q3 2017

Oct 11, 2017

BUY
$84.38 - $84.93 $287,313 - $289,186
3,405
3,405 $289,000

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
Track This Portfolio

Track Triangle Securities Wealth Management Portfolio

Follow Triangle Securities Wealth Management 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 Triangle Securities Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Triangle Securities Wealth Management with notifications on news.