Center For Financial Planning, Inc. Ishares Russell Mid Cap ETF Transaction History

Center For Financial Planning, Inc.

$669 Million
Q1 2024

A detailed history of Center For Financial Planning, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 8,433 shares of IWR stock, worth $681,639. This represents 0.11% of its overall portfolio holdings.

Number of Shares

8,433

Previous 8,306 1.53%

Holding current value

$681,639

Previous $645,000 9.92%

% of portfolio

0.11%

Previous 0.12%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$75.37 - $84.09 $9,571 - $10,679	127 Added 1.53%	8,433 $709,000
Q4 2023 Jan 29, 2024	BUY	$64.84 - $78.27 $1,556 - $1,878	24 Added 0.29%	8,306 $645,000
Q3 2023 Oct 24, 2023	SELL	$68.54 - $75.91 $30,980 - $34,311	-452 Reduced 5.18%	8,282 $573,000
Q2 2023 Aug 09, 2023	BUY	$67.49 - $73.03 $404 - $438	6 Added 0.07%	8,734 $637,000
Q1 2023 May 02, 2023	BUY	$66.27 - $75.04 $662 - $750	10 Added 0.11%	8,728 $610,000

Q4 2022 Jan 27, 2023	SELL	$65.92 - $71.89 $3,691 - $4,025	-56 Reduced 0.64%	8,718 $0
Q3 2022 Oct 14, 2022	BUY	$63.62 - $74.82 $827 - $972	13 Added 0.15%	8,774 $545,000
Q2 2022 Aug 12, 2022	BUY	$62.75 - $78.76 $502 - $630	8 Added 0.09%	8,761 $567,000
Q1 2022 May 03, 2022	SELL	$72.29 - $82.89 $33,397 - $38,295	-462 Reduced 5.01%	8,753 $683,000
Q4 2021 Feb 08, 2022	BUY	$78.41 - $85.28 $2,195 - $2,387	28 Added 0.3%	9,215 $765,000
Q3 2021 Oct 27, 2021	SELL	$76.44 - $82.59 $86,071 - $92,996	-1,126 Reduced 10.92%	9,187 $719,000
Q2 2021 Jul 29, 2021	SELL	$74.82 - $79.61 $10,848 - $11,543	-145 Reduced 1.39%	10,313 $817,000
Q1 2021 May 10, 2021	BUY	$67.45 - $75.68 $5,126 - $5,751	76 Added 0.73%	10,458 $773,000
Q4 2020 Feb 09, 2021	SELL	$57.75 - $68.61 $127,627 - $151,628	-2,210 Reduced 17.55%	10,382 $712,000
Q3 2020 Nov 12, 2020	SELL	$53.47 - $60.19 $48,604 - $54,712	-909 Reduced 6.73%	12,592 $723,000
Q2 2020 Aug 06, 2020	BUY	$40.64 - $57.63 $35,356 - $50,138	870 Added 6.89%	13,501 $724,000
Q1 2020 May 11, 2020	BUY	$36.81 - $61.96 $63,165 - $106,323	1,716 Added 15.72%	12,631 $545,000
Q4 2019 Feb 14, 2020	BUY	$54.12 - $59.69 $590,719 - $651,516	10,915 New	10,915 $651,000

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

Ticker IWR
Sector ETFs
Industry ETFs

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Center For Financial Planning, Inc. Ishares Russell Mid Cap ETF Transaction History