Peloton Wealth Strategists Ishares Russell Midcap Value E Transaction History

Peloton Wealth Strategists

  • $239 Million
  • Q2 2024

A detailed history of Peloton Wealth Strategists transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Peloton Wealth Strategists holds 13,169 shares of IWS stock, worth $1.72 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
13,169
Previous 13,414 1.83%
Holding current value
$1.72 Million
Previous $1.68 Million 5.41%
% of portfolio
0.67%
Previous 0.69%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
SELL
$117.31 - $125.13 $28,740 - $30,656
-245 Reduced 1.83%
13,169 $1.59 Million
Q1 2024

May 14, 2024
BUY
$112.43 - $125.33 $102,648 - $114,426
913 Added 7.3%
13,414 $1.68 Million
Q4 2023

Feb 15, 2024
BUY
$97.63 - $117.08 $1.22 Million - $1.46 Million
12,501 New
12,501 $1.45 Million
Q4 2021

Feb 10, 2022
SELL
$114.04 - $122.75 $1.59 Million - $1.71 Million
-13,936 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$110.67 - $119.04 $442 - $476
4 Added 0.03%
13,936 $1.58 Million
Q2 2021

Aug 16, 2021
BUY
$110.51 - $117.85 $24,091 - $25,691
218 Added 1.59%
13,932 $1.6 Million
Q1 2021

Jun 23, 2021
BUY
$95.27 - $111.97 $116,324 - $136,715
1,221 Added 9.77%
13,714 $1.5 Million
Q4 2020

Feb 17, 2021
BUY
$80.93 - $96.96 $1.01 Million - $1.21 Million
12,493 New
12,493 $1.21 Million
Q4 2019

Feb 14, 2020
SELL
$86.25 - $94.77 $1.53 Million - $1.68 Million
-17,686 Closed
0 $0
Q3 2019

Nov 13, 2019
BUY
$84.39 - $91.13 $7,595 - $8,201
90 Added 0.51%
17,686 $1.59 Million
Q2 2019

Aug 12, 2019
BUY
$83.93 - $89.74 $55,225 - $59,048
658 Added 3.88%
17,596 $1.57 Million
Q1 2019

May 15, 2019
BUY
$75.3 - $87.47 $1.28 Million - $1.48 Million
16,938 New
16,938 $1.47 Million

Others Institutions Holding IWS

# of Institutions
925
Shares Held
94.8M
Call Options Held
43.6K
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
Track This Portfolio

Track Peloton Wealth Strategists Portfolio

Follow Peloton Wealth Strategists and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peloton Wealth Strategists, based on Form 13F filings with the SEC.

News

Stay updated on Peloton Wealth Strategists with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email