Householder Group Estate & Retirement Specialist, LLC Ishares Russell Midcap Value E Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 2,973 shares of IWS stock, worth $382,684. This represents 0.29% of its overall portfolio holdings.

Number of Shares

2,973

Previous 3,048 2.46%

Holding current value

$382,684

Previous $403,000 4.71%

% of portfolio

0.29%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$128.08 - $140.32 $9,606 - $10,524	-75 Reduced 2.46%	2,973 $384,000
Q3 2024 Oct 18, 2024	SELL	$119.52 - $132.25 $2,390 - $2,645	-20 Reduced 0.65%	3,048 $403,000
Q1 2024 May 03, 2024	SELL	$112.43 - $125.33 $4,722 - $5,263	-42 Reduced 1.35%	3,068 $384,000
Q4 2023 Jan 23, 2024	BUY	$97.63 - $117.08 $289,961 - $347,727	2,970 Added 2121.43%	3,110 $361,000
Q3 2023 Oct 10, 2023	SELL	$103.48 - $114.68 $1,759 - $1,949	-17 Reduced 10.83%	140 $14,000
Q1 2023 Apr 13, 2023	BUY	$100.22 - $116.23 $15,734 - $18,248	157 New	157 $17,000
Q3 2022 Oct 11, 2022	BUY	$96.05 - $115.74 $8,548 - $10,300	89 New	89 $8,000

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

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Householder Group Estate & Retirement Specialist, LLC Ishares Russell Midcap Value E Transaction History