Aptus Capital Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Aptus Capital Advisors, LLC

$4.95 Billion
Q1 2024

A detailed history of Aptus Capital Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 9,240 shares of IWR stock, worth $745,483. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,240

Previous 8,751 5.59%

Holding current value

$745,483

Previous $680,000 14.12%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$75.37 - $84.09 $36,855 - $41,120	489 Added 5.59%	9,240 $776,000
Q4 2023 Feb 13, 2024	SELL	$64.84 - $78.27 $5,770 - $6,966	-89 Reduced 1.01%	8,751 $680,000
Q3 2023 Nov 08, 2023	BUY	$68.54 - $75.91 $9,389 - $10,399	137 Added 1.57%	8,840 $612,000
Q4 2022 Feb 13, 2023	BUY	$65.92 - $71.89 $8,240 - $8,986	125 Added 1.46%	8,703 $587,000
Q3 2022 Nov 02, 2022	SELL	$63.62 - $74.82 $12,469 - $14,664	-196 Reduced 2.23%	8,578 $533,000

Q2 2022 Jul 29, 2022	BUY	$62.75 - $78.76 $13,303 - $16,697	212 Added 2.48%	8,774 $567,000
Q1 2022 May 04, 2022	BUY	$72.29 - $82.89 $3,325 - $3,812	46 Added 0.54%	8,562 $668,000
Q1 2019 May 15, 2019	BUY	$45.53 - $54.18 $387,733 - $461,396	8,516 New	8,516 $459,000

Others Institutions Holding IWR

# of Institutions

1,340

Shares Held

322M

Call Options Held

186K

Put Options Held

11.8K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Aptus Capital Advisors, LLC Ishares Russell Mid Cap ETF Transaction History