Daymark Wealth Partners, LLC Ishares Russell Mid Cap ETF Transaction History

Daymark Wealth Partners, LLC

  • $2.43 Billion
  • Q1 2024

A detailed history of Daymark Wealth Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 16,029 shares of IWR stock, worth $1.3 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
16,029
Previous 17,107 6.3%
Holding current value
$1.3 Million
Previous $1.33 Million 1.35%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Apr 10, 2024
SELL
$75.37 - $84.09 $81,248 - $90,649
-1,078 Reduced 6.3%
16,029 $1.35 Million
Q4 2023

Jan 09, 2024
SELL
$64.84 - $78.27 $85,264 - $102,925
-1,315 Reduced 7.14%
17,107 $1.33 Million
Q3 2023

Oct 10, 2023
BUY
$68.54 - $75.91 $599,587 - $664,060
8,748 Added 90.43%
18,422 $1.28 Million
Q2 2023

Jul 19, 2023
SELL
$67.49 - $73.03 $256,327 - $277,367
-3,798 Reduced 28.19%
9,674 $706,000
Q1 2023

Apr 20, 2023
BUY
$66.27 - $75.04 $892,789 - $1.01 Million
13,472 New
13,472 $941,000

Others Institutions Holding IWR

# of Institutions
1,338
Shares Held
322M
Call Options Held
186K
Put Options Held
11.8K
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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