Bogart Wealth, LLC Ishares Russell Mid Cap ETF Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 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 1,681 shares of IWR stock, worth $153,139. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,681
Previous 1,500 12.07%
Holding current value
$153,139
Previous $121,000 22.31%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,408
Shares Held
340M
Call Options Held
130K
Put Options Held
26.6K
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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