A detailed history of Harbor Investment Advisory, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 10,672 shares of IWR stock, worth $1.01 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,672
Previous 10,672 -0.0%
Holding current value
$1.01 Million
Previous $865,000 8.67%
% of portfolio
0.08%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$78.66 - $83.59 $50,657 - $53,831
-644 Reduced 5.69%
10,672 $865,000
Q2 2022

Jul 18, 2022

SELL
$62.75 - $78.76 $33,445 - $41,979
-533 Reduced 4.5%
11,316 $732,000
Q1 2022

Apr 20, 2022

BUY
$72.29 - $82.89 $9,253 - $10,609
128 Added 1.09%
11,849 $925,000
Q1 2021

Apr 16, 2021

SELL
$67.45 - $75.68 $202 - $227
-3 Reduced 0.03%
11,721 $867,000
Q4 2019

Jan 16, 2020

BUY
$54.12 - $59.69 $634,502 - $699,805
11,724 New
11,724 $699,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


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

Track Harbor Investment Advisory, LLC Portfolio

Follow Harbor Investment Advisory, 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 Harbor Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harbor Investment Advisory, LLC with notifications on news.