Halpern Financial, Inc. Ishares Russell Mid Cap ETF Transaction History

Halpern Financial, Inc.

$364 Billion
Q2 2024

A detailed history of Halpern Financial, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Halpern Financial, Inc. holds 17,738 shares of IWR stock, worth $1.5 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

17,738

Previous 18,289 3.01%

Holding current value

$1.5 Million

Previous $1.52 Billion 5.21%

% of portfolio

0.4%

Previous 0.44%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 08, 2024	SELL	$78.66 - $83.59 $43,341 - $46,058	-551 Reduced 3.01%	17,738 $1.44 Billion
Q1 2024 Apr 09, 2024	SELL	$75.37 - $84.09 $6,331 - $7,063	-84 Reduced 0.46%	18,289 $1.52 Billion
Q4 2023 Jan 19, 2024	BUY	$64.84 - $78.27 $14,394 - $17,375	222 Added 1.22%	18,373 $1.39 Billion
Q4 2022 Sep 21, 2023	SELL	$65.92 - $71.89 $13,184 - $14,378	-200 Reduced 1.09%	18,151 $1.22 Billion
Q3 2022 Sep 21, 2023	SELL	$63.62 - $74.82 $9,543 - $11,222	-150 Reduced 0.81%	18,351 $1.14 Billion
Q4 2021 Sep 21, 2023	SELL	$78.41 - $85.28 $52,142 - $56,711	-665 Reduced 3.47%	18,501 $1.54 Billion
Q2 2021 Sep 21, 2023	SELL	$74.82 - $79.61 $329,731 - $350,841	-4,407 Reduced 18.7%	19,166 $1.52 Billion
Q1 2021 Sep 21, 2023	SELL	$67.45 - $75.68 $94,430 - $105,952	-1,400 Reduced 5.61%	23,573 $1.74 Billion
Q2 2020 Sep 21, 2023	BUY	$40.64 - $57.63 $707,461 - $1 Million	17,408 Added 230.11%	24,973 $1.34 Billion
Q1 2020 Sep 21, 2023	SELL	$36.81 - $61.96 $47,300 - $79,618	-1,285 Reduced 14.52%	7,565 $327 Million
Q4 2019 Sep 21, 2023	BUY	$54.12 - $59.69 $478,962 - $528,256	8,850 New	8,850 $528 Million

Others Institutions Holding IWR

# of Institutions

1,336

Shares Held

341M

Call Options Held

126K

Put Options Held

14.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Halpern Financial, Inc. Ishares Russell Mid Cap ETF Transaction History