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

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024

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 5,249 shares of IWR stock, worth $472,305. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,249
Previous 5,249 -0.0%
Holding current value
$472,305
Previous $425,000 8.71%
% of portfolio
0.17%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,410
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
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