Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025

SELL
$110.58 - $132.14 $4,423 - $5,285
-40 Reduced 50.0%
40 $5,000
Q1 2025

Apr 17, 2025

BUY
$122.59 - $135.24 $612 - $676
5 Added 6.67%
80 $10,000
Q4 2024

Jan 31, 2025

SELL
$128.08 - $140.32 $640 - $701
-5 Reduced 6.25%
75 $9,000
Q3 2024

Oct 16, 2024

SELL
$119.52 - $132.25 $478 - $529
-4 Reduced 4.76%
80 $10,000
Q4 2023

Feb 01, 2024

BUY
$97.63 - $117.08 $8,200 - $9,834
84 New
84 $9,000

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
Track This Portfolio

Track Bfsg, LLC Portfolio

Follow Bfsg, 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 Bfsg, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bfsg, LLC with notifications on news.