Horst & Graben Wealth Management LLC Ishares Russell Midcap Value E Transaction History

Horst & Graben Wealth Management LLC

  • $573 Million
  • Q3 2025

A detailed history of Horst & Graben Wealth Management LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 13,411 shares of IWS stock, worth $1.85 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
13,411
Previous 13,332 0.59%
Holding current value
$1.85 Million
Previous $1.76 Million 6.36%
% of portfolio
0.33%
Previous 0.32%

Shares

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

Oct 15, 2025
BUY
$132.83 - $140.61 $10,493 - $11,108
79 Added 0.59%
13,411 $1.87 Million
Q2 2025

Jul 28, 2025
SELL
$110.58 - $132.14 $73,535 - $87,873
-665 Reduced 4.75%
13,332 $1.76 Million
Q1 2025

Apr 29, 2025
SELL
$122.59 - $135.24 $38,983 - $43,006
-318 Reduced 2.22%
13,997 $1.76 Million
Q4 2024

Jan 24, 2025
SELL
$128.08 - $140.32 $22,542 - $24,696
-176 Reduced 1.21%
14,315 $1.85 Million
Q3 2024

Oct 21, 2024
SELL
$119.52 - $132.25 $54,620 - $60,438
-457 Reduced 3.06%
14,491 $1.92 Million
Q2 2024

Jul 23, 2024
BUY
$117.31 - $125.13 $1,290 - $1,376
11 Added 0.07%
14,948 $1.8 Million
Q1 2024

Apr 22, 2024
SELL
$112.43 - $125.33 $47,333 - $52,763
-421 Reduced 2.74%
14,937 $1.87 Million
Q4 2023

Jan 29, 2024
SELL
$97.63 - $117.08 $13,961 - $16,742
-143 Reduced 0.92%
15,358 $1.79 Million
Q3 2023

Oct 24, 2023
BUY
$103.48 - $114.68 $511,294 - $566,633
4,941 Added 46.79%
15,501 $1.62 Million
Q2 2023

Jul 25, 2023
SELL
$101.5 - $109.84 $155,498 - $168,274
-1,532 Reduced 12.67%
10,560 $1.16 Million
Q1 2023

Apr 28, 2023
SELL
$100.22 - $116.23 $1.51 Million - $1.75 Million
-15,041 Reduced 55.43%
12,092 $1.28 Million
Q4 2022

Jan 24, 2023
SELL
$96.57 - $111.69 $132,397 - $153,126
-1,371 Reduced 4.81%
27,133 $0
Q3 2022

Oct 24, 2022
BUY
$96.05 - $115.74 $80,682 - $97,221
840 Added 3.04%
28,504 $2.74 Million
Q2 2022

Aug 01, 2022
SELL
$99.42 - $121.64 $155,791 - $190,609
-1,567 Reduced 5.36%
27,664 $2.81 Million
Q1 2022

Apr 27, 2022
SELL
$112.23 - $123.59 $401,558 - $442,205
-3,578 Reduced 10.91%
29,231 $3.5 Million
Q4 2021

Jan 20, 2022
SELL
$114.04 - $122.75 $379,525 - $408,512
-3,328 Reduced 9.21%
32,809 $4.02 Million
Q3 2021

Nov 02, 2021
BUY
$110.67 - $119.04 $27,224 - $29,283
246 Added 0.69%
36,137 $4.09 Million
Q2 2021

Jul 20, 2021
BUY
$110.51 - $117.85 $3.97 Million - $4.23 Million
35,891 New
35,891 $4.13 Million

Others Institutions Holding IWS

# of Institutions
1,061
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
  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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