Heritage Financial Services, LLC Ishares Russell Mid Cap ETF Transaction History

Heritage Financial Services, LLC

  • $733 Million
  • Q4 2024

A detailed history of Heritage Financial Services, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 2,397 shares of IWR stock, worth $222,034. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,397
Previous 2,285 4.9%
Holding current value
$222,034
Previous $201,000 4.98%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$87.25 - $95.52 $9,772 - $10,698
112 Added 4.9%
2,397 $211,000
Q3 2024

Oct 23, 2024
BUY
$79.92 - $88.19 $182,617 - $201,514
2,285 New
2,285 $201,000
Q2 2022

Jul 19, 2022
BUY
$62.75 - $78.76 $25,100 - $31,504
400 New
400 $25,000

Others Institutions Holding IWR

# of Institutions
1,439
Shares Held
340M
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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