Sutton Wealth Advisors Inc. Ishares Russell Mid Cap ETF Transaction History

Sutton Wealth Advisors Inc.

$203 Billion
Q3 2023

A detailed history of Sutton Wealth Advisors Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 78,343 shares of IWR stock, worth $7.04 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares

78,343

Previous 77,461 1.14%

Holding current value

$7.04 Million

Previous $5.66 Billion 4.1%

% of portfolio

2.67%

Previous 2.74%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	BUY	$68.54 - $75.91 $60,452 - $66,952	882 Added 1.14%	78,343 $5.43 Billion
Q2 2023 Nov 08, 2023	BUY	$67.49 - $73.03 $96,173 - $104,067	1,425 Added 1.87%	77,461 $5.66 Billion
Q1 2023 Nov 07, 2023	BUY	$66.27 - $75.04 $181,115 - $205,084	2,733 Added 3.73%	76,036 $5.32 Billion
Q4 2022 Nov 07, 2023	BUY	$62.09 - $71.89 $433,388 - $501,792	6,980 Added 10.52%	73,303 $4.94 Billion
Q3 2022 Nov 07, 2023	BUY	$62.15 - $74.82 $107,146 - $128,989	1,724 Added 2.67%	66,323 $4.12 Billion
Q2 2022 Nov 07, 2023	BUY	$62.75 - $78.76 $311,993 - $391,594	4,972 Added 8.34%	64,599 $4.18 Billion
Q1 2022 Nov 07, 2023	BUY	$72.29 - $82.89 $337,160 - $386,598	4,664 Added 8.49%	59,627 $4.65 Billion
Q4 2021 Nov 07, 2023	BUY	$78.41 - $85.28 $277,257 - $301,550	3,536 Added 6.88%	54,963 $4.56 Billion
Q3 2021 Nov 07, 2023	BUY	$76.44 - $82.59 $27,747 - $29,980	363 Added 0.71%	51,427 $4.02 Billion
Q2 2021 Nov 07, 2023	BUY	$74.82 - $79.61 $5,312 - $5,652	71 Added 0.14%	51,064 $4.05 Billion
Q1 2021 Nov 07, 2023	BUY	$67.45 - $75.68 $43,640 - $48,964	647 Added 1.29%	50,993 $3.77 Billion
Q4 2020 Nov 07, 2023	BUY	$57.75 - $68.61 $67,567 - $80,273	1,170 Added 2.38%	50,346 $3.45 Billion
Q3 2020 Nov 07, 2023	BUY	$53.47 - $60.19 $6,844 - $7,704	128 Added 0.26%	49,176 $2.82 Billion
Q2 2020 Nov 07, 2023	BUY	$40.64 - $57.63 $46,126 - $65,410	1,135 Added 2.37%	49,048 $2.63 Billion
Q1 2020 Nov 07, 2023	BUY	$36.81 - $61.96 $195,939 - $329,813	5,323 Added 12.5%	47,913 $2.07 Billion
Q4 2019 Nov 07, 2023	SELL	$54.12 - $59.69 $4,491 - $4,954	-83 Reduced 0.19%	42,590 $2.54 Billion
Q3 2019 Nov 07, 2023	SELL	$53.6 - $57.42 $112,184 - $120,180	-2,093 Reduced 4.68%	42,673 $2.39 Billion
Q2 2019 Nov 06, 2023	SELL	$52.53 - $56.11 $59,411 - $63,460	-1,131 Reduced 2.46%	44,766 $2.5 Billion
Q1 2019 Nov 06, 2023	SELL	$45.53 - $54.18 $20,807 - $24,760	-457 Reduced 0.99%	45,897 $2.48 Billion
Q4 2018 Nov 06, 2023	BUY	$43.7 - $54.95 $1.5 Million - $1.88 Million	34,269 Added 283.57%	46,354 $2.15 Billion
Q3 2018 Nov 06, 2023	BUY	$52.87 - $56.02 $23,315 - $24,704	441 Added 3.79%	12,085 $2.66 Billion
Q2 2018 Nov 06, 2023	SELL	$50.43 - $54.42 $4,185 - $4,516	-83 Reduced 0.71%	11,644 $2.47 Billion
Q1 2018 Nov 06, 2023	BUY	$49.67 - $55.0 $397 - $440	8 Added 0.07%	11,727 $2.42 Billion
Q4 2017 Nov 06, 2023	BUY	$49.53 - $52.32 $18,227 - $19,253	368 Added 3.24%	11,719 $2.44 Billion
Q3 2017 Nov 06, 2023	BUY	$48.84 - $49.29 $8,449 - $8,527	173 Added 1.55%	11,351 $2.24 Billion
Q2 2017 Nov 06, 2023	BUY	N/A	356 Added 3.29%	11,178 $2.15 Billion
Q1 2017 Nov 06, 2023	BUY	N/A	68 Added 0.63%	10,822 $2.03 Billion
Q4 2016 Nov 06, 2023	SELL	N/A	-77 Reduced 0.71%	10,754 $1.92 Billion
Q3 2016 Nov 06, 2023	BUY	N/A	178 Added 1.67%	10,831 $1.89 Billion
Q2 2016 Nov 06, 2023	BUY	N/A	249 Added 2.39%	10,653 $1.79 Billion
Q1 2016 Nov 06, 2023	BUY	N/A	10,404	10,404 $1.7 Billion

Others Institutions Holding IWR

# of Institutions

1,531

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Sutton Wealth Advisors Inc. Ishares Russell Mid Cap ETF Transaction History