Western Wealth Management, LLC Ishares Russell Midcap Value E Transaction History

Western Wealth Management, LLC

$1.8 Billion
Q3 2025

A detailed history of Western Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Western Wealth Management, LLC holds 3,706 shares of IWS stock, worth $510,872. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,706

Previous 3,752 1.23%

Holding current value

$510,872

Previous $495,000 4.44%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$132.83 - $140.61 $6,110 - $6,468	-46 Reduced 1.23%	3,706 $517,000
Q2 2025 Aug 08, 2025	SELL	$110.58 - $132.14 $5,639 - $6,739	-51 Reduced 1.34%	3,752 $495,000
Q1 2025 Apr 23, 2025	BUY	$122.59 - $135.24 $42,783 - $47,198	349 Added 10.1%	3,803 $479,000
Q4 2024 Apr 15, 2025	BUY	$128.08 - $140.32 $442,388 - $484,665	3,454 New	3,454 $446,000
Q3 2024 Nov 12, 2024	BUY	$119.52 - $132.25 $202,944 - $224,560	1,698 Added 83.77%	3,725 $492,000

Q2 2024 Jul 19, 2024	SELL	$117.31 - $125.13 $43,404 - $46,298	-370 Reduced 15.44%	2,027 $244,000
Q1 2024 May 02, 2024	SELL	$112.43 - $125.33 $2,810 - $3,133	-25 Reduced 1.03%	2,397 $300,000
Q4 2023 Jan 31, 2024	BUY	$97.63 - $117.08 $236,459 - $283,567	2,422 New	2,422 $281,000
Q3 2022 Nov 04, 2022	SELL	$96.05 - $115.74 $91,343 - $110,068	-951 Reduced 23.12%	3,163 $304,000
Q2 2022 Jul 18, 2022	SELL	$99.42 - $121.64 $89,975 - $110,084	-905 Reduced 18.03%	4,114 $419,000
Q1 2022 May 10, 2022	BUY	$112.23 - $123.59 $364,971 - $401,914	3,252 Added 184.04%	5,019 $600,000
Q4 2021 Feb 14, 2022	BUY	$114.04 - $122.75 $1,710 - $1,841	15 Added 0.86%	1,767 $217,000
Q2 2021 Aug 09, 2021	BUY	$110.51 - $117.85 $193,613 - $206,473	1,752 New	1,752 $201,000

Others Institutions Holding IWS

# of Institutions

1,060

Shares Held

93.6M

Call Options Held

17.5K

Put Options Held

View Full List

About ISHARES RUSSELL MIDCAP VALUE E

Ticker IWS
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Western Wealth Management, LLC Ishares Russell Midcap Value E Transaction History