Fiduciary Group LLC Ishares Russell Mid Cap ETF Transaction History

Fiduciary Group LLC

  • $918 Million
  • Q2 2024

A detailed history of Fiduciary Group LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Fiduciary Group LLC holds 4,372 shares of IWR stock, worth $383,380. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,372
Previous 4,372 -0.0%
Holding current value
$383,380
Previous $367,000 3.54%
% of portfolio
0.04%
Previous 0.04%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 05, 2024
SELL
$64.84 - $78.27 $235,887 - $284,746
-3,638 Reduced 45.42%
4,372 $339,000
Q3 2023

Nov 13, 2023
BUY
$68.54 - $75.91 $18,368 - $20,343
268 Added 3.46%
8,010 $554,000
Q2 2023

Jul 27, 2023
SELL
$67.49 - $73.03 $97,860 - $105,893
-1,450 Reduced 15.77%
7,742 $565,000
Q1 2023

May 15, 2023
SELL
$66.27 - $75.04 $96,091 - $108,808
-1,450 Reduced 15.77%
7,742 $541,000
Q1 2023

May 15, 2023
SELL
$66.27 - $75.04 $9,807 - $11,105
-148 Reduced 1.58%
9,192 $642,000
Q4 2022

Feb 07, 2023
SELL
$62.09 - $71.89 $13,970 - $16,175
-225 Reduced 2.35%
9,340 $629,000
Q3 2022

Nov 14, 2022
SELL
$62.15 - $74.82 $78,992 - $95,096
-1,271 Reduced 11.73%
9,565 $668,000
Q2 2022

Aug 12, 2022
BUY
$62.75 - $78.76 $113,201 - $142,083
1,804 Added 19.97%
10,836 $700,000
Q4 2020

Feb 12, 2021
BUY
$57.75 - $68.61 $231 - $274
4 Added 0.04%
9,032 $666,000
Q3 2020

Nov 12, 2020
BUY
$53.47 - $60.19 $5,347 - $6,019
100 Added 1.12%
9,028 $518,000
Q3 2019

Nov 13, 2019
BUY
$53.6 - $57.42 $285,580 - $305,933
5,328 Added 148.0%
8,928 $499,000
Q2 2019

Aug 05, 2019
BUY
$52.53 - $56.11 $189,108 - $201,996
3,600 New
3,600 $201,000
Q4 2018

Feb 13, 2019
SELL
$43.7 - $54.95 $44,137 - $55,499
-1,010 Closed
0 $0
Q3 2018

Oct 18, 2018
BUY
$52.87 - $56.02 $2,643 - $2,801
50 Added 5.21%
1,010 $223,000
Q2 2018

Aug 02, 2018
BUY
$50.43 - $54.42 $48,412 - $52,243
960 New
960 $204,000

Others Institutions Holding IWR

# of Institutions
1,340
Shares Held
341M
Call Options Held
126K
Put Options Held
14.1K
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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