Perfromance Wealth Partners, LLC Ishares Russell Midcap Value E Transaction History

Perfromance Wealth Partners, LLC

  • $3.51 Billion
  • Q3 2025

A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 12,228 shares of IWS stock, worth $1.69 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,228
Previous 12,328 0.81%
Holding current value
$1.69 Million
Previous $1.63 Million 4.79%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 07, 2025
SELL
$132.83 - $140.61 $13,283 - $14,061
-100 Reduced 0.81%
12,228 $1.71 Million
Q2 2025

Jul 28, 2025
SELL
$110.58 - $132.14 $154,148 - $184,203
-1,394 Reduced 10.16%
12,328 $1.63 Million
Q1 2025

Apr 22, 2025
SELL
$122.59 - $135.24 $316,649 - $349,324
-2,583 Reduced 15.84%
13,722 $1.73 Million
Q4 2024

Jan 17, 2025
SELL
$128.08 - $140.32 $52,256 - $57,250
-408 Reduced 2.44%
16,305 $2.11 Million
Q3 2024

Oct 10, 2024
SELL
$119.52 - $132.25 $65,377 - $72,340
-547 Reduced 3.17%
16,713 $2.21 Million
Q2 2024

Jul 19, 2024
SELL
$117.31 - $125.13 $92,088 - $98,227
-785 Reduced 4.35%
17,260 $2.08 Million
Q1 2024

Apr 30, 2024
SELL
$112.43 - $125.33 $204,735 - $228,225
-1,821 Reduced 9.17%
18,045 $2.26 Million
Q4 2023

Jan 22, 2024
SELL
$97.63 - $117.08 $253,447 - $303,939
-2,596 Reduced 11.56%
19,866 $2.31 Million
Q3 2023

Oct 30, 2023
SELL
$103.48 - $114.68 $14,487 - $16,055
-140 Reduced 0.62%
22,462 $2.34 Million
Q2 2023

Jul 13, 2023
SELL
$101.5 - $109.84 $131,341 - $142,132
-1,294 Reduced 5.42%
22,602 $2.48 Million
Q1 2023

Apr 20, 2023
SELL
$100.22 - $116.23 $68,550 - $79,501
-684 Reduced 2.78%
23,896 $2.54 Million
Q4 2022

Jan 19, 2023
SELL
$96.57 - $111.69 $58,231 - $67,349
-603 Reduced 2.39%
24,580 $0
Q3 2022

Oct 17, 2022
SELL
$96.05 - $115.74 $57,533 - $69,328
-599 Reduced 2.32%
25,183 $2.42 Million
Q2 2022

Jul 15, 2022
SELL
$99.42 - $121.64 $29,229 - $35,762
-294 Reduced 1.13%
25,782 $2.62 Million
Q1 2022

Apr 21, 2022
SELL
$112.23 - $123.59 $117,280 - $129,151
-1,045 Reduced 3.85%
26,076 $3.12 Million
Q4 2021

Feb 03, 2022
BUY
$114.04 - $122.75 $3.09 Million - $3.33 Million
27,121 New
27,121 $3.32 Million

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
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More about IWS
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