Gyl Financial Synergies, LLC Ishares Russell Mid Cap ETF Transaction History

Gyl Financial Synergies, LLC

$1.31 Billion
Q3 2024

A detailed history of Gyl Financial Synergies, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Gyl Financial Synergies, LLC holds 7,922 shares of IWR stock, worth $755,125. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,922

Previous 6,098 29.91%

Holding current value

$755,125

Previous $494,000 41.3%

% of portfolio

0.05%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$79.92 - $88.19 $145,774 - $160,858	1,824 Added 29.91%	7,922 $698,000
Q1 2024 May 14, 2024	BUY	$75.37 - $84.09 $4,296 - $4,793	57 Added 0.94%	6,098 $512,000
Q4 2023 Feb 09, 2024	BUY	$64.84 - $78.27 $32,225 - $38,900	497 Added 8.96%	6,041 $469,000
Q3 2023 Nov 06, 2023	SELL	$68.54 - $75.91 $17,135 - $18,977	-250 Reduced 4.31%	5,544 $383,000
Q2 2023 Aug 14, 2023	BUY	$67.49 - $73.03 $35,364 - $38,267	524 Added 9.94%	5,794 $423,000
Q2 2022 Aug 01, 2022	BUY	$62.75 - $78.76 $16,440 - $20,635	262 Added 5.23%	5,270 $341,000
Q2 2019 Aug 09, 2019	SELL	$52.53 - $56.11 $17,860 - $19,077	-340 Reduced 6.36%	5,008 $280,000
Q1 2019 May 21, 2019	SELL	$45.53 - $54.18 $2.67 Million - $3.17 Million	-58,562 Reduced 91.63%	5,348 $289,000
Q1 2019 May 14, 2019	BUY	$45.53 - $54.18 $2.69 Million - $3.2 Million	59,102 Added 1229.24%	63,910 $3.45 Million
Q4 2018 Feb 14, 2019	BUY	$43.7 - $54.95 $210,109 - $264,199	4,808 New	4,808 $223,000

Others Institutions Holding IWR

# of Institutions

1,409

Shares Held

341M

Call Options Held

130K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gyl Financial Synergies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gyl Financial Synergies, LLC with notifications on news.

Account

Gyl Financial Synergies, LLC Ishares Russell Mid Cap ETF Transaction History