Triangle Securities Wealth Management Ishares Russell Midcap Value E Transaction History

Triangle Securities Wealth Management

  • $374 Million
  • Q4 2024

A detailed history of Triangle Securities Wealth Management transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Triangle Securities Wealth Management holds 1,701 shares of IWS stock, worth $214,087. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,701
Previous 1,631 4.29%
Holding current value
$214,087
Previous $215,000 2.33%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jan 15, 2025
BUY
$128.08 - $140.32 $8,965 - $9,822
70 Added 4.29%
1,701 $220,000
Q3 2024

Nov 14, 2024
BUY
$119.52 - $132.25 $194,937 - $215,699
1,631 New
1,631 $215,000
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

# of Institutions
1,022
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email