A detailed history of Daymark Wealth Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 19,047 shares of IWR stock, worth $1.7 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
19,047
Previous 18,976 0.37%
Holding current value
$1.7 Million
Previous $1.54 Million 9.1%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 08, 2024

BUY
$79.92 - $88.19 $5,674 - $6,261
71 Added 0.37%
19,047 $1.68 Million
Q2 2024

Aug 14, 2024

BUY
$78.66 - $83.59 $231,811 - $246,339
2,947 Added 18.39%
18,976 $1.54 Million
Q1 2024

Apr 10, 2024

SELL
$75.37 - $84.09 $81,248 - $90,649
-1,078 Reduced 6.3%
16,029 $1.35 Million
Q4 2023

Jan 09, 2024

SELL
$64.84 - $78.27 $85,264 - $102,925
-1,315 Reduced 7.14%
17,107 $1.33 Million
Q3 2023

Oct 10, 2023

BUY
$68.54 - $75.91 $599,587 - $664,060
8,748 Added 90.43%
18,422 $1.28 Million
Q2 2023

Jul 19, 2023

SELL
$67.49 - $73.03 $256,327 - $277,367
-3,798 Reduced 28.19%
9,674 $706,000
Q1 2023

Apr 20, 2023

BUY
$66.27 - $75.04 $892,789 - $1.01 Million
13,472 New
13,472 $941,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


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