Bishop & Co Investment Management, LLC IWS Holdings History
Bishop & Co Investment Management, LLC's iShares Russell Mid-Cap Value ETF Holding Summary
As of 2025-03-31, Bishop & Co Investment Management, LLC held 140,040.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $17.64 Mil. This investment constitutes 6.82% of their stock portfolio, and Bishop & Co Investment Management, LLC now holds 0.14% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2018Q2. And since then Bishop & Co Investment Management, LLC has made 16 purchases of IWS, at an average price of $98.73, for a total of 472,124.00 shares. In addition, there have been 11 sales at an average price of $111.91 for 332,084.00 shares. Based on historical transaction data and IWS's current price of $132.97, Bishop & Co Investment Management, LLC's estimated gain on his IWS holdings is $9.17 Mil, reflecting a 19.67% gain to date.
Bishop & Co Investment Management, LLC IWS ($132.97) Holding Chart
Bishop & Co Investment Management, LLC IWS ($132.97) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
