Lwm Advisors Inc Ishares Russell Midcap Value E Transaction History

Lwm Advisors Inc

  • $114 Billion
  • Q4 2025

A detailed history of Lwm Advisors Inc transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Lwm Advisors Inc holds 34,154 shares of IWS stock, worth $4.71 Million. This represents 4.24% of its overall portfolio holdings.

Number of Shares
34,154
Previous 33,157 3.01%
Holding current value
$4.71 Million
Previous $4.63 Billion 4.02%
% of portfolio
4.24%
Previous 4.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$135.66 - $140.93 $135,253 - $140,507
997 Added 3.01%
34,154 $4.82 Billion
Q3 2025

Oct 06, 2025
BUY
$132.83 - $140.61 $136,947 - $144,968
1,031 Added 3.21%
33,157 $4.63 Billion
Q2 2025

Jul 07, 2025
SELL
$110.58 - $132.14 $1,216 - $1,453
-11 Reduced 0.03%
32,126 $4.25 Billion
Q1 2025

May 13, 2025
BUY
$122.59 - $135.24 $22,066 - $24,343
180 Added 0.56%
32,137 $4.05 Billion
Q4 2024

May 13, 2025
BUY
$128.08 - $140.32 $4.09 Million - $4.48 Million
31,957 New
31,957 $4.13 Billion

Others Institutions Holding IWS

# of Institutions
1,059
Shares Held
93.7M
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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