Venturi Wealth Management, LLC Ishares Russell Midcap Value E Transaction History

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 2024

A detailed history of Venturi Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 341 shares of IWS stock, worth $45,646. This represents 0.0% of its overall portfolio holdings.

Number of Shares
341
Previous 1,717 80.14%
Holding current value
$45,646
Previous $227,000 80.62%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Jan 31, 2025
SELL
$128.08 - $140.32 $176,238 - $193,080
-1,376 Reduced 80.14%
341 $44,000
Q3 2024

Nov 04, 2024
BUY
$119.52 - $132.25 $205,215 - $227,073
1,717 New
1,717 $227,000

Others Institutions Holding IWS

# of Institutions
1,017
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
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