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

Blue Sky Wealth Advisors, LLC

$639 Million
Q4 2024

A detailed history of Blue Sky Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 7,481 shares of IWR stock, worth $692,815. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,481

Previous 7,481 -0.0%

Holding current value

$692,815

Previous $659,000 0.3%

% of portfolio

0.1%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 17, 2023	SELL	$68.54 - $75.91 $58,601 - $64,903	-855 Reduced 10.26%	7,481 $518,000
Q1 2023 May 09, 2023	SELL	$66.27 - $75.04 $59,974 - $67,911	-905 Reduced 9.79%	8,336 $582,000
Q4 2022 Feb 01, 2023	SELL	$62.09 - $71.89 $90,837 - $105,175	-1,463 Reduced 13.67%	9,241 $623,000
Q3 2022 Nov 03, 2022	BUY	$62.15 - $74.82 $147,171 - $177,173	2,368 Added 28.41%	10,704 $665,000
Q4 2021 Jan 25, 2022	SELL	$78.41 - $85.28 $3.92 Million - $4.27 Million	-50,016 Reduced 85.71%	8,336 $692,000
Q4 2021 Jan 13, 2022	BUY	$78.41 - $85.28 $3.92 Million - $4.27 Million	50,016 Added 600.0%	58,352 $4.84 Million
Q2 2021 Jul 27, 2021	SELL	$74.82 - $79.61 $121,283 - $129,047	-1,621 Reduced 16.28%	8,336 $665,000
Q1 2021 Apr 23, 2021	SELL	$67.45 - $75.68 $86,538 - $97,097	-1,283 Reduced 11.41%	9,957 $760,000
Q3 2020 Oct 16, 2020	SELL	$53.47 - $60.19 $76,569 - $86,192	-1,432 Reduced 11.3%	11,240 $686,000
Q2 2020 Jul 14, 2020	SELL	$40.64 - $57.63 $91,805 - $130,186	-2,259 Reduced 15.13%	12,672 $679,000
Q1 2020 Apr 21, 2020	SELL	$36.81 - $61.96 $4,306 - $7,249	-117 Reduced 0.78%	14,931 $645,000
Q3 2019 Oct 15, 2019	SELL	$53.6 - $57.42 $25,513 - $27,331	-476 Reduced 3.07%	15,048 $821,000
Q2 2019 Aug 05, 2019	BUY	$52.53 - $56.11 $815,475 - $871,051	15,524 New	15,524 $867,000

Others Institutions Holding IWR

# of Institutions

1,531

Shares Held

366M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Sky Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Sky Wealth Advisors, LLC with notifications on news.

Account

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