A detailed history of Private Client Services, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Private Client Services, LLC holds 3,053 shares of IWS stock, worth $399,759. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,053
Previous 3,047 0.2%
Holding current value
$399,759
Previous $368 Million 9.75%
% of portfolio
0.22%
Previous 0.23%

Shares

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

Oct 03, 2024

BUY
$119.52 - $132.25 $717 - $793
6 Added 0.2%
3,053 $404 Million
Q2 2024

Jul 29, 2024

SELL
$117.31 - $125.13 $23,813 - $25,401
-203 Reduced 6.25%
3,047 $368 Million
Q1 2024

May 10, 2024

SELL
$112.43 - $125.33 $15,627 - $17,420
-139 Reduced 4.1%
3,250 $407 Million
Q4 2023

Jan 30, 2024

BUY
$97.63 - $117.08 $330,868 - $396,784
3,389 New
3,389 $394 Million

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
Track This Portfolio

Track Private Client Services, LLC Portfolio

Follow Private Client Services, LLC 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 Private Client Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Client Services, LLC with notifications on news.