A detailed history of Triangle Securities Wealth Management transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Triangle Securities Wealth Management holds 1,631 shares of IWS stock, worth $213,563. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,631
Holding current value
$213,563
% of portfolio
0.06%

Shares

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

Nov 14, 2024

BUY
$119.52 - $132.25 $194,937 - $215,699
1,631 New
1,631 $215,000
Q1 2024

Apr 10, 2024

BUY
$112.43 - $125.33 $182,698 - $203,661
1,625 New
1,625 $203,000
Q4 2018

Jan 17, 2019

SELL
$72.26 - $90.19 $268,084 - $334,604
-3,710 Closed
0 $0
Q3 2018

Oct 04, 2018

SELL
$88.08 - $92.33 $3,523 - $3,693
-40 Reduced 1.07%
3,710 $335,000
Q2 2018

Jul 12, 2018

BUY
$84.61 - $90.01 $5,499 - $5,850
65 Added 1.76%
3,750 $332,000
Q1 2018

Apr 11, 2018

SELL
$83.92 - $92.83 $1,678 - $1,856
-20 Reduced 0.54%
3,685 $318,000
Q4 2017

Jan 10, 2018

BUY
$85.33 - $89.5 $25,599 - $26,850
300 Added 8.81%
3,705 $330,000
Q3 2017

Oct 11, 2017

BUY
$84.38 - $84.93 $287,313 - $289,186
3,405
3,405 $289,000

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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