Lgt Financial Advisors LLC Ishares Russell Midcap Value E Transaction History

Lgt Financial Advisors LLC

  • $46.4 Billion
  • Q3 2025

A detailed history of Lgt Financial Advisors LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 3,382 shares of IWS stock, worth $466,208. This represents 1.02% of its overall portfolio holdings.

Number of Shares
3,382
Previous 3,368 0.42%
Holding current value
$466,208
Previous $445 Million 6.13%
% of portfolio
1.02%
Previous 1.13%

Shares

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

Nov 17, 2025
BUY
$132.83 - $140.61 $1,859 - $1,968
14 Added 0.42%
3,382 $472 Million
Q2 2025

Jul 30, 2025
BUY
$110.58 - $132.14 $1,437 - $1,717
13 Added 0.39%
3,368 $445 Million
Q1 2025

May 08, 2025
BUY
$122.59 - $135.24 $1,471 - $1,622
12 Added 0.36%
3,355 $423 Million
Q4 2024

Feb 14, 2025
BUY
$128.08 - $140.32 $1,921 - $2,104
15 Added 0.45%
3,343 $432 Million
Q3 2024

Oct 31, 2024
SELL
$119.52 - $132.25 $701,582 - $776,307
-5,870 Reduced 63.82%
3,328 $440 Million
Q2 2024

Aug 05, 2024
SELL
$117.31 - $125.13 $37,539 - $40,041
-320 Reduced 3.36%
9,198 $1.11 Billion
Q1 2024

May 02, 2024
BUY
$112.43 - $125.33 $3,260 - $3,634
29 Added 0.31%
9,518 $1.19 Billion
Q4 2023

Feb 12, 2024
SELL
$97.63 - $117.08 $169,973 - $203,836
-1,741 Reduced 15.5%
9,489 $1.1 Billion
Q3 2023

Nov 01, 2023
SELL
$103.48 - $114.68 $103 - $114
-1 Reduced 0.01%
11,230 $1.17 Billion
Q2 2023

Aug 14, 2023
BUY
$101.5 - $109.84 $1.14 Million - $1.23 Million
11,231 New
11,231 $1.23 Billion
Q4 2022

Feb 14, 2023
BUY
$96.57 - $111.69 $1.08 Million - $1.25 Million
11,152 New
11,152 $1.17 Billion

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
  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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