Encompass Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Encompass Wealth Advisors, LLC

  • $243 Million
  • Q1 2025

A detailed history of Encompass Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 5,296 shares of IWR stock, worth $471,132. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,296
Previous 5,249 0.9%
Holding current value
$471,132
Previous $464,000 3.02%
% of portfolio
0.19%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$82.81 - $92.93 $3,892 - $4,367
47 Added 0.9%
5,296 $450,000
Q1 2024

May 10, 2024
BUY
$75.37 - $84.09 $9,044 - $10,090
120 Added 2.34%
5,249 $441,000
Q4 2023

Feb 13, 2024
SELL
$64.84 - $78.27 $122,677 - $148,086
-1,892 Reduced 26.95%
5,129 $398,000
Q1 2023

May 04, 2023
BUY
$66.27 - $75.04 $83,500 - $94,550
1,260 Added 21.87%
7,021 $490,000
Q2 2022

Aug 03, 2022
BUY
$62.75 - $78.76 $361,502 - $453,736
5,761 New
5,761 $373,000

Others Institutions Holding IWR

# of Institutions
1,538
Shares Held
382M
Call Options Held
151K
Put Options Held
164K
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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