Financial Advocates Investment Management Ishares Russell Mid Cap ETF Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Financial Advocates Investment Management holds 6,045 shares of IWR stock, worth $556,563. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,045

Previous 5,924 2.04%

Holding current value

$556,563

Previous $522,000 2.3%

% of portfolio

0.03%

Previous 0.03%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$87.25 - $95.52 $10,557 - $11,557	121 Added 2.04%	6,045 $534,000
Q3 2024 Oct 25, 2024	BUY	$79.92 - $88.19 $23,816 - $26,280	298 Added 5.3%	5,924 $522,000
Q2 2024 Jul 26, 2024	BUY	$78.66 - $83.59 $29,812 - $31,680	379 Added 7.22%	5,626 $456,000
Q1 2024 May 01, 2024	BUY	$75.37 - $84.09 $33,991 - $37,924	451 Added 9.4%	5,247 $441,000
Q4 2023 Feb 08, 2024	BUY	$64.84 - $78.27 $4,538 - $5,478	70 Added 1.48%	4,796 $372,000
Q3 2023 Oct 27, 2023	SELL	$68.54 - $75.91 $54,557 - $60,424	-796 Reduced 14.42%	4,726 $327,000
Q2 2023 Aug 07, 2023	SELL	$67.49 - $73.03 $76,466 - $82,742	-1,133 Reduced 17.02%	5,522 $403,000
Q1 2023 May 11, 2023	BUY	$66.27 - $75.04 $36,382 - $41,196	549 Added 8.99%	6,655 $465,000
Q4 2022 Feb 14, 2023	BUY	$62.09 - $71.89 $20,055 - $23,220	323 Added 5.59%	6,106 $411,000
Q3 2022 Nov 14, 2022	BUY	$62.15 - $74.82 $621 - $748	10 Added 0.17%	5,783 $359,000
Q2 2022 Aug 12, 2022	SELL	$62.75 - $78.76 $23,154 - $29,062	-369 Reduced 6.01%	5,773 $373,000
Q1 2022 May 11, 2022	SELL	$72.29 - $82.89 $25,662 - $29,425	-355 Reduced 5.46%	6,142 $480,000
Q4 2021 Feb 14, 2022	SELL	$78.41 - $85.28 $91,818 - $99,862	-1,171 Reduced 15.27%	6,497 $539,000
Q3 2021 Nov 04, 2021	BUY	$76.44 - $82.59 $106,480 - $115,047	1,393 Added 22.2%	7,668 $608,000
Q2 2021 Aug 03, 2021	BUY	$74.82 - $79.61 $31,648 - $33,675	423 Added 7.23%	6,275 $497,000
Q1 2021 May 10, 2021	BUY	$67.45 - $75.68 $56,860 - $63,798	843 Added 16.83%	5,852 $433,000
Q4 2020 Feb 12, 2021	BUY	$57.75 - $68.61 $25,987 - $30,874	450 Added 9.87%	5,009 $343,000
Q3 2020 Nov 04, 2020	SELL	$53.47 - $60.19 $101,218 - $113,939	-1,893 Reduced 29.34%	4,559 $262,000
Q2 2020 Aug 14, 2020	BUY	$40.64 - $57.63 $262,209 - $371,828	6,452 New	6,452 $346,000
Q1 2020 Apr 29, 2020	SELL	$36.81 - $61.96 $173,301 - $291,707	-4,708 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$54.12 - $59.69 $6,223 - $6,864	-115 Reduced 2.38%	4,708 $281,000
Q3 2019 Nov 13, 2019	BUY	$53.6 - $57.42 $2,840 - $3,043	53 Added 1.11%	4,823 $270,000
Q1 2019 May 16, 2019	SELL	$45.53 - $54.18 $9,288 - $11,052	-204 Reduced 4.1%	4,770 $257,000
Q4 2018 Feb 14, 2019	BUY	$43.7 - $54.95 $166,846 - $209,799	3,818 Added 330.28%	4,974 $231,000
Q3 2018 Nov 14, 2018	SELL	$52.87 - $56.02 $3,119 - $3,305	-59 Reduced 4.86%	1,156 $0
Q1 2018 May 11, 2018	BUY	$49.67 - $55.0 $1,142 - $1,265	23 Added 1.93%	1,215 $251,000
Q4 2017 Feb 15, 2018	BUY	$49.53 - $52.32 $59,039 - $62,365	1,192	1,192 $248,000

Others Institutions Holding IWR

# of Institutions

1,454

Shares Held

342M

Call Options Held

126K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Financial Advocates Investment Management Ishares Russell Mid Cap ETF Transaction History