Colonial Trust Advisors Ishares Russell Mid Cap ETF Transaction History

Colonial Trust Advisors

  • $1.14 Billion
  • Q3 2024

A detailed history of Colonial Trust Advisors transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Colonial Trust Advisors holds 5,300 shares of IWR stock, worth $487,970. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,300
Previous 5,300 -0.0%
Holding current value
$487,970
Previous $429,000 8.86%
% of portfolio
0.04%
Previous 0.04%

Shares

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

May 13, 2024
SELL
$75.37 - $84.09 $714,281 - $796,920
-9,477 Reduced 64.13%
5,300 $445,000
Q2 2023

Aug 14, 2023
SELL
$67.49 - $73.03 $134,980 - $146,060
-2,000 Reduced 11.92%
14,777 $1.08 Million
Q3 2022

Nov 14, 2022
SELL
$62.15 - $74.82 $15,537 - $18,705
-250 Reduced 1.47%
16,777 $1.04 Million
Q4 2021

Feb 14, 2022
BUY
$78.41 - $85.28 $899,911 - $978,758
11,477 Added 206.79%
17,027 $1.41 Million
Q1 2021

May 10, 2021
BUY
$67.45 - $75.68 $374,347 - $420,024
5,550 New
5,550 $410,000

Others Institutions Holding IWR

# of Institutions
1,453
Shares Held
342M
Call Options Held
126K
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
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