Westmount Partners, LLC Ishares Russell Midcap Value E Transaction History

Westmount Partners, LLC

$329 Billion
Q4 2024

A detailed history of Westmount Partners, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Westmount Partners, LLC holds 3,257 shares of IWS stock, worth $427,611. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,257

Previous 3,256 0.03%

Holding current value

$427,611

Previous $431 Million 2.18%

% of portfolio

0.13%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$128.08 - $140.32 $128 - $140	1 Added 0.03%	3,257 $421 Million
Q3 2024 Jan 13, 2025	BUY	$119.52 - $132.25 $389,157 - $430,606	3,256 New	3,256 $431 Million
Q2 2024 Jan 28, 2025	BUY	$117.31 - $125.13 $117 - $125	1 Added 0.03%	3,256 $389 Million
Q1 2024 Jan 28, 2025	BUY	$112.43 - $125.33 $15,178 - $16,919	135 Added 4.33%	3,255 $408 Million
Q4 2023 Jan 28, 2025	BUY	$97.63 - $117.08 $195 - $234	2 Added 0.06%	3,120 $363 Million
Q2 2023 Jan 28, 2025	SELL	$101.5 - $109.84 $14,108 - $15,267	-139 Reduced 4.27%	3,118 $343 Million
Q1 2023 Jan 29, 2025	SELL	$100.22 - $116.23 $13,930 - $16,155	-139 Reduced 4.27%	3,118 $331 Million
Q4 2022 Jan 28, 2025	SELL	$96.57 - $111.69 $13,519 - $15,636	-140 Reduced 4.3%	3,117 $328 Million

Others Institutions Holding IWS

# of Institutions

1,021

Shares Held

97.4M

Call Options Held

19.1K

Put Options Held

4.8K

View Full List

About ISHARES RUSSELL MIDCAP VALUE E

Ticker IWS
Sector ETFs
Industry ETFs

More about IWS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Westmount Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Westmount Partners, LLC with notifications on news.

Account

Westmount Partners, LLC Ishares Russell Midcap Value E Transaction History