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

Zrc Wealth Management, LLC

$231 Billion
Q1 2025

A detailed history of Zrc Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 999 shares of IWS stock, worth $118,900. This represents 0.05% of its overall portfolio holdings.

Number of Shares

999

Previous 1,068 6.46%

Holding current value

$118,900

Previous $138 Million 8.94%

% of portfolio

0.05%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$122.59 - $135.24 $8,458 - $9,331	-69 Reduced 6.46%	999 $126 Million
Q4 2024 Jan 28, 2025	SELL	$128.08 - $140.32 $50,719 - $55,566	-396 Reduced 27.05%	1,068 $138 Million
Q3 2024 Oct 04, 2024	BUY	$119.52 - $132.25 $478 - $529	4 Added 0.27%	1,464 $194 Million
Q2 2024 Jul 08, 2024	BUY	$117.31 - $125.13 $469 - $500	4 Added 0.27%	1,460 $176 Million
Q1 2024 Apr 19, 2024	BUY	$112.43 - $125.33 $20,237 - $22,559	180 Added 14.11%	1,456 $183 Million
Q4 2023 Jan 16, 2024	BUY	$97.63 - $117.08 $39,052 - $46,832	400 Added 45.66%	1,276 $133 Million
Q1 2023 May 04, 2023	BUY	$100.22 - $116.23 $87,792 - $101,817	876 New	876 $93 Million

Others Institutions Holding IWS

# of Institutions

1,024

Shares Held

97.5M

Call Options Held

19.1K

Put Options Held

4.8K

View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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