A detailed history of Aventura Private Wealth, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Aventura Private Wealth, LLC holds 324 shares of IWS stock, worth $44,663. This represents 0.02% of its overall portfolio holdings.

Number of Shares
324
Holding current value
$44,663
% of portfolio
0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026

BUY
$135.66 - $140.93 $43,953 - $45,661
324 New
324 $45.7 Million
Q2 2025

Jan 07, 2026

SELL
$110.58 - $132.14 $12,274 - $14,667
-111 Reduced 25.52%
324 $42.8 Million
Q1 2025

Jan 07, 2026

BUY
$122.59 - $135.24 $13,607 - $15,011
111 Added 34.26%
435 $54.8 Million
Q4 2024

Jan 07, 2026

BUY
$128.08 - $140.32 $15,497 - $16,978
121 Added 37.35%
445 $57.6 Million

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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