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 13,469 shares of IWS stock, worth $1.76 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
13,469
Previous 13,169 2.28%
Holding current value
$1.76 Million
Previous $1.59 Million 12.01%
% of portfolio
0.72%
Previous 0.67%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 15, 2024

BUY
$119.52 - $132.25 $35,856 - $39,675
300 Added 2.28%
13,469 $1.78 Million
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

About ISHARES RUSSELL MIDCAP VALUE E


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