A detailed history of Golden State Equity Partners transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Golden State Equity Partners holds 8,507 shares of IWR stock, worth $718,671. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,507
Previous 8,737 2.63%
Holding current value
$718,671
Previous $679,000 1.47%
% of portfolio
0.15%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024

SELL
$78.66 - $83.59 $18,091 - $19,225
-230 Reduced 2.63%
8,507 $689,000
Q4 2023

Feb 02, 2024

SELL
$64.84 - $78.27 $1,945 - $2,348
-30 Reduced 0.34%
8,737 $679,000
Q2 2023

Jul 19, 2023

BUY
$67.49 - $73.03 $591,684 - $640,254
8,767 New
8,767 $640,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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