A detailed history of Affinity Capital Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Affinity Capital Advisors, LLC holds 4,768 shares of IWR stock, worth $418,105. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,768
Previous 4,709 1.25%
Holding current value
$418,105
Previous $395,000 2.28%
% of portfolio
0.08%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$78.66 - $83.59 $4,640 - $4,931
59 Added 1.25%
4,768 $386,000
Q1 2024

Apr 12, 2024

SELL
$75.37 - $84.09 $4,296 - $4,793
-57 Reduced 1.2%
4,709 $395,000
Q4 2023

Jan 11, 2024

BUY
$64.84 - $78.27 $82,995 - $100,185
1,280 Added 36.72%
4,766 $370,000
Q3 2023

Oct 10, 2023

BUY
$68.54 - $75.91 $238,930 - $264,622
3,486 New
3,486 $241,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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