A detailed history of Gps Wealth Strategies Group, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 639 shares of IWR stock, worth $56,001. This represents 0.01% of its overall portfolio holdings.

Number of Shares
639
Previous 616 3.73%
Holding current value
$56,001
Previous $49,000 14.29%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 29, 2024

BUY
$79.92 - $88.19 $1,838 - $2,028
23 Added 3.73%
639 $56,000
Q2 2024

Jul 16, 2024

SELL
$78.66 - $83.59 $6,843 - $7,272
-87 Reduced 12.38%
616 $49,000
Q1 2024

Apr 30, 2024

BUY
$75.37 - $84.09 $6,557 - $7,315
87 Added 14.12%
703 $59,000
Q1 2023

Apr 17, 2023

BUY
$66.27 - $75.04 $40,822 - $46,224
616 New
616 $43,000
Q3 2022

Oct 17, 2022

BUY
$62.15 - $74.82 $38,284 - $46,089
616 New
616 $38,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Gps Wealth Strategies Group, LLC Portfolio

Follow Gps Wealth Strategies Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gps Wealth Strategies Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gps Wealth Strategies Group, LLC with notifications on news.