Beese Fulmer Investment Management, Inc. Ishares Russell Mid Cap ETF Transaction History

Beese Fulmer Investment Management, Inc.

  • $1.13 Billion
  • Q1 2025

A detailed history of Beese Fulmer Investment Management, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Beese Fulmer Investment Management, Inc. holds 7,804 shares of IWR stock, worth $701,501. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,804
Previous 7,804 -0.0%
Holding current value
$701,501
Previous $689,000 4.21%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jul 03, 2024
SELL
$78.66 - $83.59 $4,719 - $5,015
-60 Reduced 0.76%
7,804 $632,000
Q1 2024

Apr 08, 2024
SELL
$75.37 - $84.09 $3,240 - $3,615
-43 Reduced 0.54%
7,864 $661,000
Q4 2023

Jan 09, 2024
SELL
$64.84 - $78.27 $31,901 - $38,508
-492 Reduced 5.86%
7,907 $614,000
Q2 2023

Jul 11, 2023
SELL
$67.49 - $73.03 $742 - $803
-11 Reduced 0.13%
8,399 $613,000
Q1 2023

Apr 11, 2023
SELL
$66.27 - $75.04 $6,627 - $7,504
-100 Reduced 1.18%
8,410 $588,000
Q4 2022

Jan 17, 2023
SELL
$62.09 - $71.89 $46,443 - $53,773
-748 Reduced 8.08%
8,510 $0
Q1 2022

Apr 12, 2022
SELL
$72.29 - $82.89 $63,615 - $72,943
-880 Reduced 8.68%
9,258 $722,000
Q4 2021

Jan 10, 2022
BUY
$78.41 - $85.28 $256,714 - $279,206
3,274 Added 47.7%
10,138 $842,000
Q3 2021

Oct 08, 2021
BUY
$76.44 - $82.59 $524,684 - $566,897
6,864 New
6,864 $537,000
Q3 2020

Oct 08, 2020
SELL
$53.47 - $60.19 $63,629 - $71,626
-1,190 Closed
0 $0
Q2 2020

Jul 17, 2020
BUY
$40.64 - $57.63 $48,361 - $68,579
1,190 New
1,190 $64,000

Others Institutions Holding IWR

# of Institutions
1,538
Shares Held
382M
Call Options Held
151K
Put Options Held
164K
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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