Creative Planning Ishares Russell Midcap Value E Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Creative Planning holds 123,185 shares of IWS stock, worth $17 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
123,185
Previous 125,913 2.17%
Holding current value
$17 Million
Previous $16.6 Million 3.41%
% of portfolio
0.01%
Previous 0.01%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$132.83 - $140.61 $362,360 - $383,584
-2,728 Reduced 2.17%
123,185 $17.2 Million
Q2 2025

Aug 08, 2025
BUY
$110.58 - $132.14 $1.72 Million - $2.05 Million
15,510 Added 14.05%
125,913 $16.6 Million
Q1 2025

May 15, 2025
SELL
$122.59 - $135.24 $213,306 - $235,317
-1,740 Reduced 1.55%
110,403 $13.9 Million
Q4 2024

Feb 14, 2025
BUY
$128.08 - $140.32 $2.34 Million - $2.56 Million
18,241 Added 19.43%
112,143 $14.5 Million
Q3 2024

Oct 11, 2024
SELL
$119.52 - $132.25 $274,656 - $303,910
-2,298 Reduced 2.39%
93,902 $12.4 Million
Q2 2024

Aug 15, 2024
SELL
$117.31 - $125.13 $39,650 - $42,293
-338 Reduced 0.35%
96,200 $11.6 Million
Q1 2024

May 10, 2024
SELL
$112.43 - $125.33 $461,862 - $514,855
-4,108 Reduced 4.08%
96,538 $12.1 Million
Q4 2023

Feb 14, 2024
BUY
$97.63 - $117.08 $20,697 - $24,820
212 Added 0.21%
100,646 $11.7 Million
Q3 2023

Nov 16, 2023
SELL
$103.48 - $114.68 $13,659 - $15,137
-132 Reduced 0.13%
100,434 $10.5 Million
Q2 2023

Jul 21, 2023
BUY
$101.5 - $109.84 $862,344 - $933,200
8,496 Added 9.23%
100,566 $11 Million
Q1 2023

May 15, 2023
SELL
$100.22 - $116.23 $1.24 Million - $1.43 Million
-12,325 Reduced 11.81%
92,070 $9.78 Million
Q4 2022

Feb 10, 2023
BUY
$96.57 - $111.69 $248,764 - $287,713
2,576 Added 2.53%
104,395 $11 Million
Q3 2022

Nov 03, 2022
BUY
$96.05 - $115.74 $276,624 - $333,331
2,880 Added 2.91%
101,819 $9.78 Million
Q2 2022

Aug 15, 2022
BUY
$99.42 - $121.64 $2.06 Million - $2.52 Million
20,715 Added 26.48%
98,939 $10 Million
Q1 2022

May 16, 2022
BUY
$112.23 - $123.59 $129,176 - $142,252
1,151 Added 1.49%
78,224 $9.36 Million
Q4 2021

Feb 11, 2022
BUY
$114.04 - $122.75 $849,712 - $914,610
7,451 Added 10.7%
77,073 $9.43 Million
Q3 2021

Nov 10, 2021
BUY
$110.67 - $119.04 $753,552 - $810,543
6,809 Added 10.84%
69,622 $7.89 Million
Q2 2021

Aug 04, 2021
SELL
$110.51 - $117.85 $1.05 Million - $1.12 Million
-9,540 Reduced 13.19%
62,813 $7.22 Million
Q1 2021

Apr 30, 2021
BUY
$95.27 - $111.97 $485,210 - $570,263
5,093 Added 7.57%
72,353 $7.91 Million
Q4 2020

Jan 29, 2021
SELL
$80.93 - $96.96 $169,467 - $203,034
-2,094 Reduced 3.02%
67,260 $6.52 Million
Q3 2020

Nov 05, 2020
BUY
$74.79 - $85.06 $1.39 Million - $1.58 Million
18,542 Added 36.49%
69,354 $5.61 Million
Q2 2020

Jul 23, 2020
BUY
$59.9 - $85.49 $459,672 - $656,050
7,674 Added 17.79%
50,812 $3.89 Million
Q1 2020

May 05, 2020
SELL
$54.38 - $96.81 $151,122 - $269,034
-2,779 Reduced 6.05%
43,138 $2.77 Million
Q4 2019

Jan 30, 2020
BUY
$86.25 - $94.77 $330,078 - $362,684
3,827 Added 9.09%
45,917 $4.35 Million
Q3 2019

Nov 01, 2019
BUY
$84.39 - $91.13 $115,951 - $125,212
1,374 Added 3.37%
42,090 $3.78 Million
Q2 2019

Jul 26, 2019
BUY
$83.93 - $89.74 $30,214 - $32,306
360 Added 0.89%
40,716 $3.63 Million
Q1 2019

Apr 24, 2019
SELL
$75.3 - $87.47 $211,969 - $246,228
-2,815 Reduced 6.52%
40,356 $3.51 Million
Q4 2018

Feb 01, 2019
BUY
$72.26 - $90.19 $181,083 - $226,016
2,506 Added 6.16%
43,171 $3.3 Million
Q3 2018

Oct 25, 2018
BUY
$88.08 - $92.33 $475,191 - $498,120
5,395 Added 15.3%
40,665 $3.67 Million
Q2 2018

Jul 20, 2018
BUY
$84.61 - $90.01 $15,399 - $16,381
182 Added 0.52%
35,270 $3.12 Million
Q1 2018

Apr 18, 2018
BUY
$83.92 - $92.83 $220,206 - $243,585
2,624 Added 8.08%
35,088 $3.03 Million
Q4 2017

Jan 17, 2018
BUY
$85.33 - $89.5 $34,473 - $36,158
404 Added 1.26%
32,464 $2.89 Million
Q3 2017

Oct 17, 2017
BUY
$84.38 - $84.93 $2.71 Million - $2.72 Million
32,060
32,060 $2.72 Million

Others Institutions Holding IWS

# of Institutions
1,060
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
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