Altus Wealth Group LLC Ishares Russell Midcap Value E Transaction History

Altus Wealth Group LLC

  • $235 Million
  • Q3 2025

A detailed history of Altus Wealth Group LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Altus Wealth Group LLC holds 2,050 shares of IWS stock, worth $282,592. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,050
Previous 2,050 -0.0%
Holding current value
$282,592
Previous $270,000 5.93%
% of portfolio
0.12%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$122.59 - $135.24 $18,265 - $20,150
-149 Reduced 6.78%
2,050 $258,000
Q3 2024

Oct 22, 2024
SELL
$119.52 - $132.25 $20,198 - $22,350
-169 Reduced 7.14%
2,199 $290,000
Q2 2024

Aug 05, 2024
SELL
$117.31 - $125.13 $146,754 - $156,537
-1,251 Reduced 34.57%
2,368 $285,000
Q1 2024

May 02, 2024
SELL
$112.43 - $125.33 $166,508 - $185,613
-1,481 Reduced 29.04%
3,619 $453,000
Q4 2023

Jan 29, 2024
SELL
$97.63 - $117.08 $9,177 - $11,005
-94 Reduced 1.81%
5,100 $593,000
Q3 2023

Nov 13, 2023
SELL
$103.48 - $114.68 $4,035 - $4,472
-39 Reduced 0.75%
5,194 $541,000
Q2 2023

Aug 03, 2023
SELL
$101.5 - $109.84 $86,376 - $93,473
-851 Reduced 13.99%
5,233 $574,000
Q1 2023

May 01, 2023
BUY
$100.22 - $116.23 $8,418 - $9,763
84 Added 1.4%
6,084 $646,000
Q4 2022

Jan 18, 2023
BUY
$96.57 - $111.69 $579,420 - $670,140
6,000 New
6,000 $0
Q2 2021

Aug 12, 2021
SELL
$110.51 - $117.85 $18,344 - $19,563
-166 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$80.93 - $96.96 $13,434 - $16,095
166 New
166 $16,000

Others Institutions Holding IWS

# of Institutions
1,061
Shares Held
93.6M
Call Options Held
17.5K
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
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