United Asset Strategies, Inc. Ishares Russell Midcap Value E Transaction History

United Asset Strategies, Inc.

  • $1.07 Billion
  • Q1 2025

A detailed history of United Asset Strategies, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, United Asset Strategies, Inc. holds 16,714 shares of IWS stock, worth $2.16 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
16,714
Previous 16,352 2.21%
Holding current value
$2.16 Million
Previous $2.11 Million 0.43%
% of portfolio
0.2%
Previous 0.2%

Shares

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

May 14, 2025
BUY
$122.59 - $135.24 $44,377 - $48,956
362 Added 2.21%
16,714 $2.11 Million
Q4 2024

Jan 22, 2025
BUY
$128.08 - $140.32 $24,975 - $27,362
195 Added 1.21%
16,352 $2.11 Million
Q3 2024

Oct 28, 2024
BUY
$119.52 - $132.25 $1.93 Million - $2.14 Million
16,157 New
16,157 $2.14 Million

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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