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

Western Wealth Management, LLC

  • $1.72 Billion
  • Q3 2024

A detailed history of Western Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Western Wealth Management, LLC holds 3,725 shares of IWS stock, worth $516,396. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,725
Previous 2,027 83.77%
Holding current value
$516,396
Previous $244,000 101.64%
% of portfolio
0.03%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$119.52 - $132.25 $202,944 - $224,560
1,698 Added 83.77%
3,725 $492,000
Q2 2024

Jul 19, 2024
SELL
$117.31 - $125.13 $43,404 - $46,298
-370 Reduced 15.44%
2,027 $244,000
Q1 2024

May 02, 2024
SELL
$112.43 - $125.33 $2,810 - $3,133
-25 Reduced 1.03%
2,397 $300,000
Q4 2023

Jan 31, 2024
BUY
$97.63 - $117.08 $236,459 - $283,567
2,422 New
2,422 $281,000
Q3 2022

Nov 04, 2022
SELL
$96.05 - $115.74 $91,343 - $110,068
-951 Reduced 23.12%
3,163 $304,000
Q2 2022

Jul 18, 2022
SELL
$99.42 - $121.64 $89,975 - $110,084
-905 Reduced 18.03%
4,114 $419,000
Q1 2022

May 10, 2022
BUY
$112.23 - $123.59 $364,971 - $401,914
3,252 Added 184.04%
5,019 $600,000
Q4 2021

Feb 14, 2022
BUY
$114.04 - $122.75 $1,710 - $1,841
15 Added 0.86%
1,767 $217,000
Q2 2021

Aug 09, 2021
BUY
$110.51 - $117.85 $193,613 - $206,473
1,752 New
1,752 $201,000

Others Institutions Holding IWS

# of Institutions
939
Shares Held
93.3M
Call Options Held
36.4K
Put Options Held
1.6K
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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