A detailed history of Catalyst Financial Partners LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Catalyst Financial Partners LLC holds 22,911 shares of IWR stock, worth $1.94 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
22,911
Previous 18,623 23.03%
Holding current value
$1.94 Million
Previous $1.47 Billion 26.55%
% of portfolio
0.41%
Previous 0.38%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

BUY
$78.66 - $83.59 $337,294 - $358,433
4,288 Added 23.03%
22,911 $1.86 Billion
Q1 2024

Apr 22, 2024

SELL
$75.37 - $84.09 $238,395 - $265,976
-3,163 Reduced 14.52%
18,623 $1.47 Billion
Q4 2023

Feb 06, 2024

BUY
$64.84 - $78.27 $43,507 - $52,519
671 Added 3.18%
21,786 $1.69 Billion
Q3 2023

Oct 26, 2023

BUY
$68.54 - $75.91 $39,753 - $44,027
580 Added 2.82%
21,115 $1.46 Billion
Q2 2023

Aug 02, 2023

SELL
$67.49 - $73.03 $157,049 - $169,940
-2,327 Reduced 10.18%
20,535 $1.5 Billion
Q1 2023

Apr 11, 2023

BUY
$66.27 - $75.04 $103,049 - $116,687
1,555 Added 7.3%
22,862 $1.6 Billion
Q4 2022

Jan 19, 2023

BUY
$65.92 - $71.89 $1.4 Million - $1.53 Million
21,307 New
21,307 $1.44 Billion

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Catalyst Financial Partners LLC Portfolio

Follow Catalyst Financial Partners 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 Catalyst Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Catalyst Financial Partners LLC with notifications on news.