Bragg Financial Advisors, Inc Ishares Russell Mid Cap ETF Transaction History

Bragg Financial Advisors, Inc

$2.4 Billion
Q3 2024

A detailed history of Bragg Financial Advisors, Inc transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Bragg Financial Advisors, Inc holds 8,011 shares of IWR stock, worth $731,724. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,011

Previous 8,183 2.1%

Holding current value

$731,724

Previous $663,000 6.49%

% of portfolio

0.03%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$79.92 - $88.19 $13,746 - $15,168	-172 Reduced 2.1%	8,011 $706,000
Q2 2024 Aug 15, 2024	SELL	$78.66 - $83.59 $18,091 - $19,225	-230 Reduced 2.73%	8,183 $663,000
Q1 2024 May 14, 2024	SELL	$75.37 - $84.09 $76,199 - $85,014	-1,011 Reduced 10.73%	8,413 $707,000
Q4 2023 Feb 14, 2024	SELL	$64.84 - $78.27 $25,417 - $30,681	-392 Reduced 3.99%	9,424 $732,000
Q3 2023 Nov 14, 2023	SELL	$68.54 - $75.91 $18,848 - $20,875	-275 Reduced 2.73%	9,816 $679,000
Q2 2023 Aug 15, 2023	SELL	$67.49 - $73.03 $38,671 - $41,846	-573 Reduced 5.37%	10,091 $736,000
Q1 2023 May 15, 2023	SELL	$66.27 - $75.04 $38,370 - $43,448	-579 Reduced 5.15%	10,664 $745,000
Q4 2022 Feb 14, 2023	SELL	$62.09 - $71.89 $8,444 - $9,777	-136 Reduced 1.2%	11,243 $758,000
Q3 2022 Nov 14, 2022	SELL	$62.15 - $74.82 $38,533 - $46,388	-620 Reduced 5.17%	11,379 $707,000
Q2 2022 Aug 15, 2022	SELL	$62.75 - $78.76 $198,980 - $249,747	-3,171 Reduced 20.9%	11,999 $776,000
Q1 2022 May 11, 2022	BUY	$72.29 - $82.89 $231,111 - $264,999	3,197 Added 26.7%	15,170 $1.18 Million
Q2 2021 Aug 16, 2021	SELL	$74.82 - $79.61 $167,447 - $178,167	-2,238 Reduced 15.75%	11,973 $949,000
Q1 2021 May 14, 2021	BUY	$67.45 - $75.68 $595,313 - $667,951	8,826 Added 163.9%	14,211 $1.05 Million
Q4 2020 Feb 11, 2021	SELL	$57.75 - $68.61 $21,945 - $26,071	-380 Reduced 6.59%	5,385 $369,000
Q3 2020 Nov 13, 2020	SELL	$53.47 - $60.19 $87,690 - $98,711	-1,640 Reduced 22.15%	5,765 $331,000
Q2 2020 Aug 14, 2020	BUY	$40.64 - $57.63 $19,060 - $27,028	469 Added 6.76%	7,405 $397,000
Q1 2020 May 15, 2020	BUY	$36.81 - $61.96 $73,031 - $122,928	1,984 Added 40.06%	6,936 $299,000
Q3 2019 Nov 14, 2019	BUY	$53.6 - $57.42 $265,427 - $284,343	4,952 New	4,952 $277,000

Others Institutions Holding IWR

# of Institutions

1,410

Shares Held

341M

Call Options Held

130K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Bragg Financial Advisors, Inc Ishares Russell Mid Cap ETF Transaction History