Blue Zone Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Blue Zone Wealth Advisors, LLC

$327 Million
Q1 2025

A detailed history of Blue Zone Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 4,138 shares of IWR stock, worth $348,212. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,138

Previous 4,228 2.13%

Holding current value

$348,212

Previous $373,000 6.17%

% of portfolio

0.11%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$82.81 - $92.93 $7,452 - $8,363	-90 Reduced 2.13%	4,138 $350,000
Q4 2024 Jan 30, 2025	BUY	$87.25 - $95.52 $3,402 - $3,725	39 Added 0.93%	4,228 $373,000
Q3 2024 Oct 07, 2024	BUY	$79.92 - $88.19 $334,784 - $369,427	4,189 New	4,189 $369,000
Q2 2022 Jul 13, 2022	SELL	$62.75 - $78.76 $277,041 - $347,725	-4,415 Closed	0 $0
Q1 2022 Apr 08, 2022	BUY	$72.29 - $82.89 $133,375 - $152,932	1,845 Added 71.79%	4,415 $345,000
Q4 2021 Jan 24, 2022	SELL	$78.41 - $85.28 $34,892 - $37,949	-445 Reduced 14.76%	2,570 $213,000
Q3 2021 Oct 26, 2021	BUY	$76.44 - $82.59 $230,466 - $249,008	3,015 New	3,015 $236,000
Q1 2020 Apr 29, 2020	SELL	$36.81 - $61.96 $3.19 Million - $5.36 Million	-86,529 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$54.12 - $59.69 $4.68 Million - $5.16 Million	86,529 New	86,529 $5.16 Million

Others Institutions Holding IWR

# of Institutions

1,542

Shares Held

368M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Blue Zone Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History