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

Heritage Financial Services, LLC

  • $732 Million
  • Q3 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 2,285 shares of IWR stock, worth $205,604. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,285
Holding current value
$205,604
% of portfolio
0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,410
Shares Held
341M
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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