Family Wealth Group, LLC Ishares Russell Midcap Value E Transaction History

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Family Wealth Group, LLC holds 8,642 shares of IWS stock, worth $1.11 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
8,642
Previous 8,941 3.34%
Holding current value
$1.11 Million
Previous $1.08 Million 5.84%
% of portfolio
1.23%
Previous 1.17%

Shares

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

Nov 14, 2024
SELL
$119.52 - $132.25 $35,736 - $39,542
-299 Reduced 3.34%
8,642 $1.14 Million
Q2 2024

Aug 14, 2024
SELL
$117.31 - $125.13 $63,933 - $68,195
-545 Reduced 5.75%
8,941 $1.08 Million
Q1 2024

Aug 14, 2024
SELL
$112.43 - $125.33 $167,408 - $186,616
-1,489 Reduced 13.57%
9,486 $1.19 Million
Q4 2023

Feb 14, 2024
BUY
$97.63 - $117.08 $1.07 Million - $1.28 Million
10,975 New
10,975 $1.28 Million

Others Institutions Holding IWS

# of Institutions
1,022
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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