Fairhaven Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Fairhaven Wealth Management, LLC

  • $325 Million
  • Q3 2024

A detailed history of Fairhaven Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Fairhaven Wealth Management, LLC holds 2,958 shares of IWR stock, worth $270,183. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,958
Previous 2,958 -0.0%
Holding current value
$270,183
Previous $239,000 8.79%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 11, 2023
BUY
$67.49 - $73.03 $199,635 - $216,022
2,958 New
2,958 $216,000
Q2 2022

Aug 08, 2022
BUY
$62.75 - $78.76 $40,975 - $51,430
653 Added 22.9%
3,504 $227,000
Q1 2021

May 13, 2021
BUY
$67.45 - $75.68 $192,299 - $215,763
2,851 New
2,851 $211,000

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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