Bogart Wealth, LLC Ishares Russell Mid Cap ETF Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Bogart Wealth, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,738 shares of IWR stock, worth $155,551. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,738
Previous 1,681 3.39%
Holding current value
$155,551
Previous $148,000 3.38%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$87.25 - $95.52 $4,973 - $5,444
57 Added 3.39%
1,738 $153,000
Q3 2024

Oct 22, 2024
BUY
$79.92 - $88.19 $14,465 - $15,962
181 Added 12.07%
1,681 $148,000
Q2 2024

Jul 31, 2024
BUY
$78.66 - $83.59 $550 - $585
7 Added 0.47%
1,500 $121,000
Q1 2024

Apr 25, 2024
BUY
$75.37 - $84.09 $1,130 - $1,261
15 Added 1.01%
1,493 $125,000
Q4 2023

Feb 06, 2024
BUY
$64.84 - $78.27 $27,232 - $32,873
420 Added 39.7%
1,478 $114,000
Q3 2023

Oct 30, 2023
BUY
$68.54 - $75.91 $1,096 - $1,214
16 Added 1.54%
1,058 $73,000
Q2 2023

Jul 28, 2023
BUY
$67.49 - $73.03 $55,679 - $60,249
825 Added 380.18%
1,042 $76,000
Q1 2023

Apr 21, 2023
BUY
$66.27 - $75.04 $66 - $75
1 Added 0.46%
217 $15,000
Q4 2022

Feb 06, 2023
SELL
$62.09 - $71.89 $2,111 - $2,444
-34 Reduced 13.6%
216 $14,000
Q3 2022

Nov 03, 2022
SELL
$62.15 - $74.82 $20,198 - $24,316
-325 Reduced 56.52%
250 $16,000
Q2 2022

Jul 22, 2022
BUY
$62.75 - $78.76 $22,778 - $28,589
363 Added 171.23%
575 $37,000
Q4 2021

Jan 19, 2022
BUY
$78.41 - $85.28 $2,038 - $2,217
26 Added 13.98%
212 $18,000
Q2 2021

Aug 06, 2021
BUY
$74.82 - $79.61 $74 - $79
1 Added 0.54%
186 $15,000
Q1 2021

Apr 16, 2021
BUY
$67.45 - $75.68 $1,281 - $1,437
19 Added 11.45%
185 $14,000
Q4 2020

Jan 14, 2021
BUY
$57.75 - $68.61 $57 - $68
1 Added 0.61%
166 $11,000
Q3 2020

Oct 06, 2020
BUY
$53.47 - $60.19 $8,822 - $9,931
165 New
165 $9,000

Others Institutions Holding IWR

# of Institutions
1,536
Shares Held
366M
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 Bogart Wealth, LLC Portfolio

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

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email