A detailed history of Advisor Net Financial, Inc transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Advisor Net Financial, Inc holds 3,832 shares of IWR stock, worth $353,425. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,832
Previous 2,994 27.99%
Holding current value
$353,425
Previous $242,000 39.26%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 15, 2024

BUY
$79.92 - $88.19 $66,972 - $73,903
838 Added 27.99%
3,832 $337,000
Q2 2024

Jul 16, 2024

BUY
$78.66 - $83.59 $59,938 - $63,695
762 Added 34.14%
2,994 $242,000
Q1 2024

Apr 12, 2024

BUY
$75.37 - $84.09 $43,187 - $48,183
573 Added 34.54%
2,232 $187,000
Q4 2023

Jan 19, 2024

SELL
$64.84 - $78.27 $3,695 - $4,461
-57 Reduced 3.32%
1,659 $128,000
Q3 2023

Oct 12, 2023

SELL
$68.54 - $75.91 $213,639 - $236,611
-3,117 Reduced 64.49%
1,716 $118,000
Q2 2023

Jul 14, 2023

BUY
$67.49 - $73.03 $41,236 - $44,621
611 Added 14.47%
4,833 $352,000
Q1 2023

Apr 28, 2023

SELL
$66.27 - $75.04 $8,283 - $9,380
-125 Reduced 2.88%
4,222 $295,000
Q4 2022

Jan 13, 2023

SELL
$62.09 - $71.89 $3,787 - $4,385
-61 Reduced 1.38%
4,347 $0
Q3 2022

Oct 04, 2022

SELL
$62.15 - $74.82 $24,238 - $29,179
-390 Reduced 8.13%
4,408 $274,000
Q2 2022

Jul 07, 2022

BUY
$62.75 - $78.76 $28,049 - $35,205
447 Added 10.27%
4,798 $310,000
Q1 2022

Apr 14, 2022

BUY
$72.29 - $82.89 $795 - $911
11 Added 0.25%
4,351 $340,000
Q4 2021

Jan 19, 2022

SELL
$78.41 - $85.28 $129,611 - $140,967
-1,653 Reduced 27.58%
4,340 $360,000
Q3 2021

Oct 15, 2021

SELL
$76.44 - $82.59 $58,094 - $62,768
-760 Reduced 11.25%
5,993 $469,000
Q2 2021

Jul 06, 2021

SELL
$74.82 - $79.61 $12,494 - $13,294
-167 Reduced 2.41%
6,753 $535,000
Q1 2021

Apr 14, 2021

BUY
$67.45 - $75.68 $3,237 - $3,632
48 Added 0.7%
6,920 $512,000
Q4 2020

Feb 04, 2021

SELL
$57.75 - $68.61 $87,202 - $103,601
-1,510 Reduced 18.01%
6,872 $471,000
Q3 2020

Nov 06, 2020

SELL
$53.47 - $60.19 $69,885 - $78,668
-1,307 Reduced 13.49%
8,382 $481,000
Q2 2020

Aug 26, 2020

SELL
$40.64 - $57.63 $42,956 - $60,914
-1,057 Reduced 9.84%
9,689 $519,000
Q1 2020

May 14, 2020

SELL
$36.81 - $61.96 $79,730 - $134,205
-2,166 Reduced 16.78%
10,746 $464,000
Q4 2019

Feb 12, 2020

BUY
$54.12 - $59.69 $294,088 - $324,355
5,434 Added 72.67%
12,912 $770,000
Q3 2019

Oct 23, 2019

BUY
$53.6 - $57.42 $47,811 - $51,218
892 Added 13.54%
7,478 $418,000
Q2 2019

Jul 15, 2019

BUY
$52.53 - $56.11 $192,154 - $205,250
3,658 Added 124.93%
6,586 $368,000
Q1 2019

May 14, 2019

SELL
$45.53 - $54.18 $2,777 - $3,304
-61 Reduced 2.04%
2,928 $158,000
Q4 2018

Feb 08, 2019

BUY
$43.7 - $54.95 $106,234 - $133,583
2,431 Added 435.66%
2,989 $139,000
Q3 2018

Nov 14, 2018

SELL
$52.87 - $56.02 $58,421 - $61,902
-1,105 Reduced 66.45%
558 $123,000
Q2 2018

Jul 27, 2018

SELL
$50.43 - $54.42 $9,833 - $10,611
-195 Reduced 10.5%
1,663 $353,000
Q1 2018

May 08, 2018

BUY
$49.67 - $55.0 $2,185 - $2,420
44 Added 2.43%
1,858 $384,000
Q4 2017

Feb 27, 2018

BUY
$49.53 - $52.32 $89,847 - $94,908
1,814
1,814 $378,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Advisor Net Financial, Inc Portfolio

Follow Advisor Net Financial, Inc 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 Advisor Net Financial, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Net Financial, Inc with notifications on news.