Balasa Dinverno & Foltz LLC Ishares Russell Midcap Value E Transaction History

Balasa Dinverno & Foltz LLC

  • $1.58 Billion
  • Q3 2022

A detailed history of Balasa Dinverno & Foltz LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 4,339 shares of IWS stock, worth $598,131. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,339
Previous 4,339 -0.0%
Holding current value
$598,131
Previous $441,000 5.44%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 09, 2022
BUY
$99.42 - $121.64 $174,183 - $213,113
1,752 Added 67.72%
4,339 $441,000
Q3 2020

Nov 10, 2020
BUY
$74.79 - $85.06 $193,481 - $220,050
2,587 New
2,587 $209,000
Q2 2019

Aug 07, 2019
SELL
$83.93 - $89.74 $235,004 - $251,272
-2,800 Closed
0 $0
Q3 2017

Oct 18, 2017
BUY
$84.38 - $84.93 $236,264 - $237,804
2,800
2,800 $238,000

Others Institutions Holding IWS

# of Institutions
1,081
Shares Held
93.5M
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
Track This Portfolio

Track Balasa Dinverno & Foltz LLC Portfolio

Follow Balasa Dinverno & Foltz LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balasa Dinverno & Foltz LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balasa Dinverno & Foltz LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email