Annapolis Financial Services, LLC Ishares Russell Mid Cap ETF Transaction History

Annapolis Financial Services, LLC

  • $323 Million
  • Q3 2024

A detailed history of Annapolis Financial Services, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 2,545 shares of IWR stock, worth $231,849. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,545
Previous 2,545 -0.0%
Holding current value
$231,849
Previous $206,000 8.74%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jul 17, 2024
SELL
$78.66 - $83.59 $252,262 - $268,073
-3,207 Reduced 55.75%
2,545 $206,000
Q1 2024

Apr 17, 2024
SELL
$75.37 - $84.09 $776,687 - $866,547
-10,305 Reduced 64.18%
5,752 $483,000
Q4 2023

Jan 31, 2024
BUY
$64.84 - $78.27 $584,532 - $705,604
9,015 Added 128.02%
16,057 $1.25 Million
Q2 2023

Jul 18, 2023
BUY
$67.49 - $73.03 $1,417 - $1,533
21 Added 0.3%
7,042 $514,000
Q1 2023

Apr 17, 2023
BUY
$66.27 - $75.04 $17,959 - $20,335
271 Added 4.01%
7,021 $490,000
Q4 2022

Jan 20, 2023
BUY
$62.09 - $71.89 $61,965 - $71,746
998 Added 17.35%
6,750 $0
Q3 2022

Oct 21, 2022
SELL
$62.15 - $74.82 $12,927 - $15,562
-208 Reduced 3.49%
5,752 $357,000
Q2 2022

Jul 22, 2022
BUY
$62.75 - $78.76 $325,170 - $408,134
5,182 Added 666.07%
5,960 $385,000
Q1 2022

Apr 29, 2022
BUY
$72.29 - $82.89 $11,204 - $12,847
155 Added 24.88%
778 $61,000
Q4 2021

Feb 11, 2022
BUY
$78.41 - $85.28 $48,849 - $53,129
623 New
623 $52,000

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

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