Atticus Wealth Management, LLC Ishares Russell Midcap Value E Transaction History

Atticus Wealth Management, LLC

  • $281 Million
  • Q1 2025

A detailed history of Atticus Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 3,702 shares of IWS stock, worth $440,612. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,702
Previous 3,767 1.73%
Holding current value
$440,612
Previous $487,000 4.31%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Apr 22, 2025
SELL
$122.59 - $135.24 $7,968 - $8,790
-65 Reduced 1.73%
3,702 $466,000
Q4 2024

Jan 22, 2025
BUY
$128.08 - $140.32 $1,536 - $1,683
12 Added 0.32%
3,767 $487,000
Q3 2024

Oct 15, 2024
BUY
$119.52 - $132.25 $85,456 - $94,558
715 Added 23.52%
3,755 $496,000
Q2 2024

Jul 17, 2024
SELL
$117.31 - $125.13 $51,029 - $54,431
-435 Reduced 12.52%
3,040 $367,000
Q1 2024

Apr 17, 2024
SELL
$112.43 - $125.33 $14,503 - $16,167
-129 Reduced 3.58%
3,475 $435,000
Q4 2023

Jan 17, 2024
SELL
$97.63 - $117.08 $11,617 - $13,932
-119 Reduced 3.2%
3,604 $419,000
Q2 2023

Jul 20, 2023
SELL
$101.5 - $109.84 $3,654 - $3,954
-36 Reduced 0.96%
3,723 $408,000
Q1 2023

Apr 17, 2023
SELL
$100.22 - $116.23 $63,038 - $73,108
-629 Reduced 14.33%
3,759 $399,000
Q4 2022

Jan 31, 2023
BUY
$96.57 - $111.69 $423,749 - $490,095
4,388 New
4,388 $462,000
Q2 2022

Jul 13, 2022
SELL
$99.42 - $121.64 $9,743 - $11,920
-98 Reduced 1.9%
5,051 $513,000
Q1 2022

Apr 15, 2022
BUY
$112.23 - $123.59 $1,122 - $1,235
10 Added 0.19%
5,149 $616,000
Q4 2021

Jan 26, 2022
BUY
$114.04 - $122.75 $2,622 - $2,823
23 Added 0.45%
5,139 $629,000
Q3 2021

Oct 18, 2021
SELL
$110.67 - $119.04 $19,699 - $21,189
-178 Reduced 3.36%
5,116 $579,000
Q2 2021

Jul 21, 2021
BUY
$110.51 - $117.85 $1,878 - $2,003
17 Added 0.32%
5,294 $609,000
Q1 2021

Apr 15, 2021
SELL
$95.27 - $111.97 $116,801 - $137,275
-1,226 Reduced 18.85%
5,277 $577,000
Q4 2020

Jan 20, 2021
SELL
$80.93 - $96.96 $50,581 - $60,599
-625 Reduced 8.77%
6,503 $631,000
Q3 2020

Oct 21, 2020
SELL
$74.79 - $85.06 $54,147 - $61,583
-724 Reduced 9.22%
7,128 $576,000
Q2 2020

Jul 15, 2020
SELL
$59.9 - $85.49 $373,895 - $533,628
-6,242 Reduced 44.29%
7,852 $601,000
Q1 2020

Apr 23, 2020
SELL
$54.38 - $96.81 $274,455 - $488,600
-5,047 Reduced 26.37%
14,094 $903,000
Q4 2019

Feb 03, 2020
BUY
$86.25 - $94.77 $1.65 Million - $1.81 Million
19,141 New
19,141 $1.81 Million

Others Institutions Holding IWS

# of Institutions
1,024
Shares Held
97.5M
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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