Foundations Investment Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Foundations Investment Advisors, LLC

  • $4.46 Billion
  • Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 9,223 shares of IWR stock, worth $842,428. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,223
Previous 9,521 3.13%
Holding current value
$842,428
Previous $771,000 5.32%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$79.92 - $88.19 $23,816 - $26,280
-298 Reduced 3.13%
9,223 $812,000
Q2 2024

Aug 02, 2024
SELL
$78.66 - $83.59 $95,257 - $101,227
-1,211 Reduced 11.28%
9,521 $771,000
Q1 2024

May 13, 2024
SELL
$75.37 - $84.09 $2,411 - $2,690
-32 Reduced 0.3%
10,732 $902,000
Q4 2023

Feb 08, 2024
SELL
$64.84 - $78.27 $80,012 - $96,585
-1,234 Reduced 10.29%
10,764 $836,000
Q3 2023

Oct 05, 2023
SELL
$68.54 - $75.91 $26,250 - $29,073
-383 Reduced 3.09%
11,998 $830,000
Q2 2023

Jul 19, 2023
BUY
$67.49 - $73.03 $532,833 - $576,571
7,895 Added 175.99%
12,381 $904,000
Q1 2023

Apr 25, 2023
BUY
$66.27 - $75.04 $331 - $375
5 Added 0.11%
4,486 $313,000
Q4 2022

Jan 11, 2023
SELL
$62.09 - $71.89 $14,653 - $16,966
-236 Reduced 5.0%
4,481 $0
Q3 2022

Oct 19, 2022
BUY
$62.15 - $74.82 $68,178 - $82,077
1,097 Added 30.3%
4,717 $293,000
Q2 2022

Jul 08, 2022
BUY
$62.75 - $78.76 $12,361 - $15,515
197 Added 5.76%
3,620 $237,000
Q1 2022

Apr 19, 2022
BUY
$72.29 - $82.89 $247,448 - $283,732
3,423 New
3,423 $262,000
Q3 2018

Nov 09, 2018
SELL
$52.87 - $56.02 $240,981 - $255,339
-4,558 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
$50.43 - $54.42 $229,859 - $248,046
4,558 New
4,558 $967,000

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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