Live Oak Investment Partners Ishares Russell Mid Cap ETF Transaction History

Live Oak Investment Partners

  • $123 Million
  • Q3 2024

A detailed history of Live Oak Investment Partners transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Live Oak Investment Partners holds 185 shares of IWR stock, worth $17,005. This represents 0.01% of its overall portfolio holdings.

Number of Shares
185
Previous 108 71.3%
Holding current value
$17,005
Previous $8,000 100.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 05, 2024
BUY
$79.92 - $88.19 $6,153 - $6,790
77 Added 71.3%
185 $16,000
Q2 2024

Jul 16, 2024
BUY
$78.66 - $83.59 $786 - $835
10 Added 10.2%
108 $8,000
Q4 2023

Feb 14, 2024
BUY
$64.84 - $78.27 $259 - $313
4 Added 4.26%
98 $7,000
Q3 2023

Oct 31, 2023
BUY
$68.54 - $75.91 $4,180 - $4,630
61 Added 184.85%
94 $6,000
Q4 2022

Feb 15, 2023
BUY
$62.09 - $71.89 $2,048 - $2,372
33 New
33 $2,000

Others Institutions Holding IWR

# of Institutions
1,365
Shares Held
341M
Call Options Held
131K
Put Options Held
21.9K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Live Oak Investment Partners Portfolio

Follow Live Oak Investment Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Live Oak Investment Partners, based on Form 13F filings with the SEC.

News

Stay updated on Live Oak Investment Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email