Windsor Advisory Group, LLC Ishares Russell Midcap Value E Transaction History

Windsor Advisory Group, LLC

  • $49.9 Billion
  • Q2 2024

A detailed history of Windsor Advisory Group, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 270 shares of IWS stock, worth $35,386. This represents 0.07% of its overall portfolio holdings.

Number of Shares
270
Previous 270 -0.0%
Holding current value
$35,386
Previous $33.8 Million 3.66%
% of portfolio
0.07%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Jun 13, 2023
SELL
$100.22 - $116.23 $83,683 - $97,052
-835 Reduced 75.57%
270 $28.7 Million
Q4 2022

Jun 13, 2023
BUY
$96.57 - $111.69 $106,709 - $123,417
1,105 New
1,105 $116 Million

Others Institutions Holding IWS

# of Institutions
915
Shares Held
95.5M
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
Track This Portfolio

Track Windsor Advisory Group, LLC Portfolio

Follow Windsor Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Windsor Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email