Wealth Plan Partners, LLC Ishares Russell Midcap Value E Transaction History

Wealth Plan Partners, LLC

  • $931 Billion
  • Q2 2024

A detailed history of Wealth Plan Partners, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 2,902 shares of IWS stock, worth $380,655. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,902
Previous 2,996 3.14%
Holding current value
$380,655
Previous $375 Million 6.69%
% of portfolio
0.04%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$117.31 - $125.13 $11,027 - $11,762
-94 Reduced 3.14%
2,902 $350 Million
Q1 2024

May 07, 2024
BUY
$112.43 - $125.33 $12,367 - $13,786
110 Added 3.81%
2,996 $375 Million
Q4 2023

Jan 05, 2024
BUY
$97.63 - $117.08 $976 - $1,170
10 Added 0.35%
2,886 $336 Million
Q3 2023

Nov 01, 2023
SELL
$103.48 - $114.68 $16,246 - $18,004
-157 Reduced 5.18%
2,876 $300 Million
Q2 2023

Jul 31, 2023
BUY
$101.5 - $109.84 $4,872 - $5,272
48 Added 1.61%
3,033 $333 Million
Q1 2023

May 10, 2023
SELL
$100.22 - $116.23 $108,638 - $125,993
-1,084 Reduced 26.64%
2,985 $317 Million
Q4 2022

Feb 16, 2023
BUY
$96.57 - $111.69 $129,596 - $149,887
1,342 Added 49.21%
4,069 $464 Million
Q1 2022

May 03, 2022
BUY
$112.23 - $123.59 $76,765 - $84,535
684 Added 33.48%
2,727 $307,000
Q4 2021

Feb 01, 2022
SELL
$114.04 - $122.75 $32,615 - $35,106
-286 Reduced 12.28%
2,043 $239,000
Q3 2021

Dec 09, 2021
BUY
$110.67 - $119.04 $257,750 - $277,244
2,329 New
2,329 $263,000
Q3 2020

Dec 18, 2020
SELL
$74.79 - $85.06 $209,337 - $238,082
-2,799 Closed
0 $0
Q2 2020

Aug 19, 2020
BUY
$59.9 - $85.49 $167,660 - $239,286
2,799 New
2,799 $234,000

Others Institutions Holding IWS

# of Institutions
913
Shares Held
95.4M
Call Options Held
43.6K
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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