Clearstead Trust, LLC Ishares Russell Mid Cap ETF Transaction History

Clearstead Trust, LLC

  • $372 Million
  • Q3 2024

A detailed history of Clearstead Trust, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Clearstead Trust, LLC holds 200 shares of IWR stock, worth $17,844. This represents 0.0% of its overall portfolio holdings.

Number of Shares
200
Previous 200 -0.0%
Holding current value
$17,844
Previous $16,000 6.25%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 10, 2024
BUY
$75.37 - $84.09 $15,074 - $16,818
200 New
200 $16,000
Q2 2020

Aug 17, 2020
SELL
$40.64 - $57.63 $142,240 - $201,705
-3,500 Closed
0 $0
Q1 2019

May 13, 2019
SELL
$45.53 - $54.18 $40,612 - $48,328
-892 Reduced 20.31%
3,500 $189,000
Q4 2018

Feb 13, 2019
BUY
$43.7 - $54.95 $191,930 - $241,340
4,392 New
4,392 $204,000

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

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Clearstead Trust, LLC Portfolio

Follow Clearstead Trust, 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 Clearstead Trust, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Trust, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email