Fernwood Investment Management, LLC Ishares Russell Mid Cap ETF Transaction History

Fernwood Investment Management, LLC

  • $303 Million
  • Q3 2024

A detailed history of Fernwood Investment Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Fernwood Investment Management, LLC holds 2,920 shares of IWR stock, worth $268,581. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,920
Previous 2,920 -0.0%
Holding current value
$268,581
Previous $236,000 8.9%
% of portfolio
0.08%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 01, 2023
BUY
$66.27 - $75.04 $193,508 - $219,116
2,920 New
2,920 $204,000
Q2 2022

Aug 11, 2022
SELL
$62.75 - $78.76 $183,230 - $229,979
-2,920 Closed
0 $0
Q3 2021

Oct 28, 2021
BUY
$76.44 - $82.59 $2,751 - $2,973
36 Added 1.25%
2,920 $228,000
Q1 2021

May 06, 2021
BUY
$67.45 - $75.68 $194,525 - $218,261
2,884 New
2,884 $213,000
Q4 2018

Feb 12, 2019
SELL
$43.7 - $54.95 $40,772 - $51,268
-933 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
$52.87 - $56.02 $49,327 - $52,266
933 New
933 $206,000

Others Institutions Holding IWR

# of Institutions
1,459
Shares Held
342M
Call Options Held
126K
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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