Evernest Financial Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Evernest Financial Advisors, LLC

  • $362 Million
  • Q3 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 15,947 shares of IWR stock, worth $1.51 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
15,947
Previous 15,947 -0.0%
Holding current value
$1.51 Million
Previous $1.29 Million 8.75%
% of portfolio
0.39%
Previous 0.59%

Shares

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

May 10, 2024
BUY
$75.37 - $84.09 $572,435 - $638,663
7,595 Added 90.94%
15,947 $1.25 Billion
Q4 2023

May 10, 2024
SELL
$64.84 - $78.27 $492,459 - $594,460
-7,595 Reduced 47.63%
8,352 $649 Million
Q4 2021

Feb 13, 2024
BUY
$78.41 - $85.28 $654,880 - $712,258
8,352 New
8,352 $658 Million

Others Institutions Holding IWR

# of Institutions
1,408
Shares Held
340M
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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