Epg Wealth Management LLC Ishares Russell Midcap Value E Transaction History

Epg Wealth Management LLC

  • $379 Billion
  • Q4 2024

A detailed history of Epg Wealth Management LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Epg Wealth Management LLC holds 601 shares of IWS stock, worth $78,905. This represents 0.02% of its overall portfolio holdings.

Number of Shares
601
Previous 606 0.83%
Holding current value
$78,905
Previous $80.2 Million 3.07%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$128.08 - $140.32 $640 - $701
-5 Reduced 0.83%
601 $77.7 Million
Q3 2024

Nov 13, 2024
BUY
$119.52 - $132.25 $72,429 - $80,143
606 New
606 $80.2 Million
Q2 2024

Aug 13, 2024
SELL
$117.31 - $125.13 $99,948 - $106,610
-852 Closed
0 $0
Q1 2024

May 14, 2024
BUY
$112.43 - $125.33 $1,124 - $1,253
10 Added 1.19%
852 $106,000
Q4 2023

Feb 14, 2024
BUY
$97.63 - $117.08 $585 - $702
6 Added 0.72%
842 $97,000
Q2 2023

Aug 15, 2023
BUY
$101.5 - $109.84 $203 - $219
2 Added 0.24%
836 $91,000
Q1 2023

May 15, 2023
BUY
$100.22 - $116.23 $300 - $348
3 Added 0.36%
834 $88,000
Q4 2022

Feb 14, 2023
BUY
$96.57 - $111.69 $289 - $335
3 Added 0.36%
831 $87,000
Q3 2022

Nov 15, 2022
BUY
$96.05 - $115.74 $79,529 - $95,832
828 New
828 $79,000
Q2 2022

Aug 15, 2022
SELL
$99.42 - $121.64 $81,723 - $99,988
-822 Closed
0 $0
Q1 2022

May 10, 2022
SELL
$112.23 - $123.59 $33,444 - $36,829
-298 Reduced 26.61%
822 $98,000
Q4 2021

Feb 14, 2022
BUY
$114.04 - $122.75 $50,747 - $54,623
445 Added 65.93%
1,120 $137,000
Q3 2021

Nov 15, 2021
BUY
$110.67 - $119.04 $74,702 - $80,352
675 New
675 $76,000
Q2 2020

Aug 06, 2020
SELL
$59.9 - $85.49 $122,795 - $175,254
-2,050 Closed
0 $0
Q1 2020

May 05, 2020
BUY
$54.38 - $96.81 $59,382 - $105,716
1,092 Added 113.99%
2,050 $131,000
Q4 2019

Feb 14, 2020
BUY
$86.25 - $94.77 $82,627 - $90,789
958 New
958 $91,000

Others Institutions Holding IWS

# of Institutions
1,021
Shares Held
97.4M
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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