Vance Wealth, Inc. Ishares Russell Midcap Value E Transaction History

Vance Wealth, Inc.

  • $257 Million
  • Q4 2024

A detailed history of Vance Wealth, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Vance Wealth, Inc. holds 44,314 shares of IWS stock, worth $5.24 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares
44,314
Previous 45,177 1.91%
Holding current value
$5.24 Million
Previous $5.97 Million 4.07%
% of portfolio
2.23%
Previous 2.28%

Shares

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

Feb 13, 2025
SELL
$128.08 - $140.32 $110,533 - $121,096
-863 Reduced 1.91%
44,314 $5.73 Million
Q3 2024

Nov 08, 2024
BUY
$119.52 - $132.25 $345,293 - $382,070
2,889 Added 6.83%
45,177 $5.97 Million
Q2 2024

Aug 02, 2024
BUY
$117.31 - $125.13 $270,868 - $288,925
2,309 Added 5.78%
42,288 $5.11 Million
Q1 2024

Apr 30, 2024
BUY
$112.43 - $125.33 $411,943 - $459,209
3,664 Added 10.09%
39,979 $5.01 Million
Q4 2023

Feb 05, 2024
BUY
$97.63 - $117.08 $509,335 - $610,806
5,217 Added 16.78%
36,315 $4.22 Million
Q3 2023

Nov 03, 2023
BUY
$103.48 - $114.68 $121,071 - $134,175
1,170 Added 3.91%
31,098 $3.24 Million
Q2 2023

Aug 02, 2023
SELL
$101.5 - $109.84 $414,424 - $448,476
-4,083 Reduced 12.0%
29,928 $3.29 Million
Q1 2023

May 10, 2023
BUY
$100.22 - $116.23 $236,819 - $274,651
2,363 Added 7.47%
34,011 $3.61 Million
Q4 2022

Jan 27, 2023
BUY
$96.57 - $111.69 $184,641 - $213,551
1,912 Added 6.43%
31,648 $0
Q3 2022

Oct 31, 2022
BUY
$96.05 - $115.74 $472,277 - $569,093
4,917 Added 19.81%
29,736 $2.86 Million
Q2 2022

Aug 09, 2022
BUY
$99.42 - $121.64 $999,866 - $1.22 Million
10,057 Added 68.13%
24,819 $2.52 Million
Q1 2022

May 13, 2022
BUY
$112.23 - $123.59 $1.66 Million - $1.82 Million
14,762 New
14,762 $1.77 Million

Others Institutions Holding IWS

# of Institutions
1,023
Shares Held
97.4M
Call Options Held
19.1K
Put Options Held
4.8K
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

IWS Quotes by TradingView
  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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