Bordeaux Wealth Advisors LLC Ishares Russell Mid Cap ETF Transaction History

Bordeaux Wealth Advisors LLC

  • $302 Million
  • Q1 2024

A detailed history of Bordeaux Wealth Advisors LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 5,118 shares of IWR stock, worth $412,920. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,118
Previous 3,866 32.38%
Holding current value
$412,920
Previous $300,000 43.33%
% of portfolio
0.14%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
BUY
$75.37 - $84.09 $94,363 - $105,280
1,252 Added 32.38%
5,118 $430,000
Q4 2023

Feb 06, 2024
BUY
$64.84 - $78.27 $250,671 - $302,591
3,866 New
3,866 $300,000
Q1 2022

May 03, 2022
SELL
$72.29 - $82.89 $299,425 - $343,330
-4,142 Closed
0 $0
Q4 2021

Jan 27, 2022
BUY
$78.41 - $85.28 $324,774 - $353,229
4,142 New
4,142 $344,000

Others Institutions Holding IWR

# of Institutions
1,340
Shares Held
322M
Call Options Held
186K
Put Options Held
11.8K
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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