Blodgett Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Blodgett Wealth Advisors, LLC

  • $117 Million
  • Q1 2025

A detailed history of Blodgett Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Blodgett Wealth Advisors, LLC holds 5,468 shares of IWR stock, worth $441,486. This represents 0.4% of its overall portfolio holdings.

Number of Shares
5,468
Previous 5,468 -0.0%
Holding current value
$441,486
Previous $483,000 3.73%
% of portfolio
0.4%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 27, 2023
SELL
$68.54 - $75.91 $6,854 - $7,591
-100 Reduced 1.8%
5,468 $378,000
Q3 2022

Oct 21, 2022
SELL
$62.15 - $74.82 $38,533 - $46,388
-620 Reduced 10.02%
5,568 $346,000
Q4 2021

Feb 02, 2022
BUY
$78.41 - $85.28 $485,201 - $527,712
6,188 New
6,188 $514,000

Others Institutions Holding IWR

# of Institutions
1,530
Shares Held
369M
Call Options Held
180K
Put Options Held
19.1K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Blodgett Wealth Advisors, LLC Portfolio

Follow Blodgett Wealth Advisors, LLC 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 Blodgett Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blodgett Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email