Sunbelt Securities, Inc. Ishares Russell Midcap Value E Transaction History

Sunbelt Securities, Inc.

$1.28 Billion
Q3 2025

A detailed history of Sunbelt Securities, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 510 shares of IWS stock, worth $70,303. This represents 0.01% of its overall portfolio holdings.

Number of Shares

510

Previous 900 43.33%

Holding current value

$70,303

Previous $118,000 39.83%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 19, 2025	SELL	$132.83 - $140.61 $51,803 - $54,837	-390 Reduced 43.33%	510 $71,000
Q2 2025 Aug 14, 2025	BUY	$110.58 - $132.14 $82,050 - $98,047	742 Added 469.62%	900 $118,000
Q1 2025 Apr 24, 2025	SELL	$122.59 - $135.24 $90,961 - $100,348	-742 Reduced 82.44%	158 $19,000
Q4 2024 Feb 18, 2025	BUY	$128.08 - $140.32 $1,408 - $1,543	11 Added 1.24%	900 $116,000
Q2 2024 Aug 15, 2024	SELL	$117.31 - $125.13 $351 - $375	-3 Reduced 0.34%	889 $107,000

Q1 2024 Apr 15, 2024	BUY	$112.43 - $125.33 $100,287 - $111,794	892 New	892 $111,000
Q2 2023 Aug 15, 2023	BUY	$101.5 - $109.84 $101 - $109	1 Added 0.38%	266 $29,000
Q1 2023 May 17, 2023	BUY	$100.22 - $116.23 $26,558 - $30,800	265 New	265 $28,000
Q4 2019 Feb 14, 2020	BUY	$86.25 - $94.77 $90,303 - $99,224	1,047 New	1,047 $24.8 Million

Others Institutions Holding IWS

# of Institutions

1,059

Shares Held

93.7M

Call Options Held

17.5K

Put Options Held

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About ISHARES RUSSELL MIDCAP VALUE E

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Sunbelt Securities, Inc. Ishares Russell Midcap Value E Transaction History