Savvy Advisors, Inc. Ishares Russell Mid Cap ETF Transaction History

Savvy Advisors, Inc.

  • $815 Million
  • Q4 2024

A detailed history of Savvy Advisors, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Savvy Advisors, Inc. holds 2,968 shares of IWR stock, worth $258,037. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,968
Previous 3,138 5.42%
Holding current value
$258,037
Previous $277 Million 99.91%
% of portfolio
0.03%
Previous 0.06%

Shares

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

Feb 13, 2025
SELL
$87.25 - $95.52 $14,832 - $16,238
-170 Reduced 5.42%
2,968 $262,000
Q3 2024

Nov 05, 2024
BUY
$79.92 - $88.19 $559 - $617
7 Added 0.22%
3,138 $277 Million
Q2 2024

Aug 14, 2024
BUY
$78.66 - $83.59 $3,775 - $4,012
48 Added 1.56%
3,131 $254 Million
Q1 2024

May 13, 2024
BUY
$75.37 - $84.09 $226 - $252
3 Added 0.1%
3,083 $259 Million
Q4 2023

Feb 08, 2024
BUY
$64.84 - $78.27 $199,707 - $241,071
3,080 New
3,080 $239 Million

Others Institutions Holding IWR

# of Institutions
1,535
Shares Held
366M
Call Options Held
180K
Put Options Held
19.1K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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