Apella Capital, LLC Ishares Russell Midcap Value E Transaction History

Apella Capital, LLC

$4.28 Billion
Q3 2025

A detailed history of Apella Capital, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Apella Capital, LLC holds 3,464 shares of IWS stock, worth $477,512. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,464

Previous 3,338 3.77%

Holding current value

$477,512

Previous $441,000 9.52%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$132.83 - $140.61 $16,736 - $17,716	126 Added 3.77%	3,464 $483,000
Q2 2025 Jul 08, 2025	BUY	$110.58 - $132.14 $40,029 - $47,834	362 Added 12.16%	3,338 $441,000
Q1 2025 Apr 10, 2025	BUY	$122.59 - $135.24 $1,225 - $1,352	10 Added 0.34%	2,976 $372,000
Q4 2024 Jan 14, 2025	BUY	$128.08 - $140.32 $1,536 - $1,683	12 Added 0.41%	2,966 $383,000
Q3 2024 Oct 03, 2024	BUY	$119.52 - $132.25 $1,314 - $1,454	11 Added 0.37%	2,954 $390,000

Q2 2024 Jul 10, 2024	BUY	$117.31 - $125.13 $1,055 - $1,126	9 Added 0.31%	2,943 $355,000
Q1 2024 Apr 10, 2024	BUY	$112.43 - $125.33 $899 - $1,002	8 Added 0.27%	2,934 $367,000
Q4 2023 Jan 05, 2024	BUY	$97.63 - $117.08 $2,733 - $3,278	28 Added 0.97%	2,926 $340,000
Q2 2023 Jul 06, 2023	BUY	$101.5 - $109.84 $913 - $988	9 Added 0.31%	2,898 $318,000
Q4 2022 Jan 10, 2023	BUY	$96.57 - $111.69 $278,990 - $322,672	2,889 New	2,889 $0

Others Institutions Holding IWS

# of Institutions

1,060

Shares Held

93.6M

Call Options Held

17.5K

Put Options Held

View Full List

About ISHARES RUSSELL MIDCAP VALUE E

Ticker IWS
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Apella Capital, LLC Ishares Russell Midcap Value E Transaction History