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

Revolve Wealth Partners, LLC

$909 Million
Q4 2024

A detailed history of Revolve Wealth Partners, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Revolve Wealth Partners, LLC holds 6,439 shares of IWS stock, worth $865,659. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,439

Previous 6,315 1.96%

Holding current value

$865,659

Previous $835,000 0.36%

% of portfolio

0.09%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$128.08 - $140.32 $15,881 - $17,399	124 Added 1.96%	6,439 $832,000
Q1 2024 Apr 15, 2024	BUY	$112.43 - $125.33 $20,124 - $22,434	179 Added 2.92%	6,315 $791,000
Q1 2023 Apr 06, 2023	SELL	$100.22 - $116.23 $31,268 - $36,263	-312 Reduced 4.84%	6,136 $651,000
Q4 2022 Jan 17, 2023	SELL	$96.57 - $111.69 $35,441 - $40,990	-367 Reduced 5.39%	6,448 $0
Q3 2022 Oct 12, 2022	SELL	$96.05 - $115.74 $7,299 - $8,796	-76 Reduced 1.1%	6,815 $655,000
Q2 2022 Jul 11, 2022	BUY	$99.42 - $121.64 $2,883 - $3,527	29 Added 0.42%	6,891 $700,000
Q1 2022 Apr 19, 2022	SELL	$112.23 - $123.59 $24,690 - $27,189	-220 Reduced 3.11%	6,862 $821,000
Q4 2021 Feb 04, 2022	BUY	$114.04 - $122.75 $807,631 - $869,315	7,082 New	7,082 $867,000

Others Institutions Holding IWS

# of Institutions

953

Shares Held

93.5M

Call Options Held

36.4K

Put Options Held

1.6K

View Full List

About ISHARES RUSSELL MIDCAP VALUE E

Ticker IWS
Sector ETFs
Industry ETFs

More about IWS

Track This Portfolio

Portfolio Update

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

News

Stay updated on Revolve Wealth Partners, LLC with notifications on news.

Account

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