Tanglewood Legacy Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Tanglewood Legacy Advisors, LLC

$225 Billion
Q3 2024

A detailed history of Tanglewood Legacy Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 82,522 shares of IWR stock, worth $7.52 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares

82,522

Previous 80,387 2.66%

Holding current value

$7.52 Million

Previous $6.52 Billion 11.6%

% of portfolio

3.23%

Previous 3.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$79.92 - $88.19 $170,629 - $188,285	2,135 Added 2.66%	82,522 $7.27 Billion
Q2 2024 Jul 17, 2024	BUY	$78.66 - $83.59 $501,378 - $532,802	6,374 Added 8.61%	80,387 $6.52 Billion
Q1 2024 Apr 16, 2024	BUY	$75.37 - $84.09 $195,283 - $217,877	2,591 Added 3.63%	74,013 $6.22 Billion
Q4 2023 Jan 22, 2024	SELL	$64.84 - $78.27 $51,029 - $61,598	-787 Reduced 1.09%	71,422 $5.55 Billion
Q3 2023 Oct 18, 2023	SELL	$68.54 - $75.91 $18,505 - $20,495	-270 Reduced 0.37%	72,209 $5 Billion
Q2 2023 Aug 01, 2023	BUY	$67.49 - $73.03 $280,420 - $303,439	4,155 Added 6.08%	72,479 $5.29 Billion
Q1 2023 Apr 17, 2023	SELL	$66.27 - $75.04 $179,856 - $203,658	-2,714 Reduced 3.82%	68,324 $4.78 Billion
Q4 2022 Feb 13, 2023	BUY	$62.09 - $71.89 $4.41 Million - $5.11 Million	71,038 New	71,038 $4.79 Billion

Others Institutions Holding IWR

# of Institutions

1,408

Shares Held

340M

Call Options Held

130K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tanglewood Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tanglewood Legacy Advisors, LLC with notifications on news.

Account

Tanglewood Legacy Advisors, LLC Ishares Russell Mid Cap ETF Transaction History