Stegner Investment Associates Inc. Ishares Russell Midcap Value E Transaction History

Stegner Investment Associates Inc.

  • $151 Million
  • Q4 2024

A detailed history of Stegner Investment Associates Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Stegner Investment Associates Inc. holds 5,978 shares of IWS stock, worth $794,416. This represents 0.51% of its overall portfolio holdings.

Number of Shares
5,978
Previous 6,000 0.37%
Holding current value
$794,416
Previous $793,000 2.52%
% of portfolio
0.51%
Previous 0.54%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$128.08 - $140.32 $2,817 - $3,087
-22 Reduced 0.37%
5,978 $773,000
Q1 2024

Apr 22, 2024
SELL
$112.43 - $125.33 $9,556 - $10,653
-85 Reduced 1.4%
6,000 $751,000
Q4 2022

Feb 06, 2023
SELL
$96.57 - $111.69 $203,859 - $235,777
-2,111 Reduced 25.76%
6,085 $640,000
Q3 2022

Nov 01, 2022
BUY
$96.05 - $115.74 $4,610 - $5,555
48 Added 0.59%
8,196 $811,000
Q2 2022

Jul 22, 2022
SELL
$99.42 - $121.64 $7,854 - $9,609
-79 Reduced 0.96%
8,148 $828,000
Q1 2022

Apr 20, 2022
BUY
$112.23 - $123.59 $8,866 - $9,763
79 Added 0.97%
8,227 $984,000
Q2 2021

Apr 19, 2022
SELL
$110.51 - $117.85 $52,050 - $55,507
-471 Reduced 5.46%
8,148 $937,000
Q1 2021

Apr 19, 2022
SELL
$95.27 - $111.97 $35,345 - $41,540
-371 Reduced 4.13%
8,619 $942,000
Q4 2020

Apr 19, 2022
SELL
$80.93 - $96.96 $485 - $581
-6 Reduced 0.07%
8,990 $872,000
Q3 2020

Apr 18, 2022
BUY
$74.79 - $85.06 $672,810 - $765,199
8,996 New
8,996 $727,000

Others Institutions Holding IWS

# of Institutions
1,007
Shares Held
96.4M
Call Options Held
36.4K
Put Options Held
1.6K
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 Stegner Investment Associates Inc. Portfolio

Follow Stegner Investment Associates Inc. 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 Stegner Investment Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stegner Investment Associates Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email