Olistico Wealth, LLC Ishares Russell Mid Cap ETF Transaction History

Olistico Wealth, LLC

  • $172 Billion
  • Q4 2024

A detailed history of Olistico Wealth, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Olistico Wealth, LLC holds 2,771 shares of IWR stock, worth $255,375. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,771
Previous 2,767 0.14%
Holding current value
$255,375
Previous $244 Million 0.43%
% of portfolio
0.14%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$87.25 - $95.52 $349 - $382
4 Added 0.14%
2,771 $245 Million
Q3 2024

Oct 08, 2024
SELL
$79.92 - $88.19 $7,672 - $8,466
-96 Reduced 3.35%
2,767 $244 Million
Q2 2024

Jul 09, 2024
BUY
$78.66 - $83.59 $157 - $167
2 Added 0.07%
2,863 $232 Million
Q1 2024

Apr 24, 2024
BUY
$75.37 - $84.09 $226 - $252
3 Added 0.1%
2,861 $241 Million
Q4 2023

Feb 12, 2024
BUY
$64.84 - $78.27 $185,312 - $223,695
2,858 New
2,858 $222 Million
Q2 2023

Jul 25, 2023
BUY
$67.49 - $73.03 $192,279 - $208,062
2,849 New
2,849 $208 Million

Others Institutions Holding IWR

# of Institutions
1,467
Shares Held
361M
Call Options Held
126K
Put Options Held
26.6K
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 Olistico Wealth, LLC Portfolio

Follow Olistico Wealth, LLC 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 Olistico Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Olistico Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email