Heritage Wealth Advisors Ishares Russell Mid Cap ETF Transaction History

Heritage Wealth Advisors

  • $2.16 Billion
  • Q2 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 23,573 shares of IWR stock, worth $2.06 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
23,573
Previous 22,900 2.94%
Holding current value
$2.06 Million
Previous $1.93 Million 0.73%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Aug 05, 2024
BUY
$78.66 - $83.59 $52,938 - $56,256
673 Added 2.94%
23,573 $1.91 Million
Q1 2024

May 08, 2024
BUY
$75.37 - $84.09 $538,895 - $601,243
7,150 Added 45.4%
22,900 $1.93 Million
Q4 2023

Feb 09, 2024
SELL
$64.84 - $78.27 $1,296 - $1,565
-20 Reduced 0.13%
15,750 $1.22 Million
Q1 2023

May 04, 2023
BUY
$66.27 - $75.04 $19,881 - $22,512
300 Added 1.94%
15,770 $1.1 Million
Q4 2022

Feb 06, 2023
BUY
$62.09 - $71.89 $12,418 - $14,378
200 Added 1.31%
15,470 $1.04 Million
Q3 2022

Nov 10, 2022
BUY
$62.15 - $74.82 $994 - $1,197
16 Added 0.1%
15,270 $949,000
Q2 2022

Aug 04, 2022
BUY
$62.75 - $78.76 $13,805 - $17,327
220 Added 1.46%
15,254 $986,000
Q1 2022

May 11, 2022
BUY
$72.29 - $82.89 $3,614 - $4,144
50 Added 0.33%
15,034 $1.17 Million
Q2 2020

Jul 17, 2020
BUY
$40.64 - $57.63 $397,621 - $563,851
9,784 Added 188.15%
14,984 $803,000
Q2 2020

Jul 17, 2020
SELL
$40.64 - $57.63 $804,021 - $1.14 Million
-19,784 Reduced 79.19%
5,200 $803,000
Q3 2019

Oct 30, 2019
BUY
$53.6 - $57.42 $1.26 Million - $1.35 Million
23,424 Added 1501.54%
24,984 $1.4 Million
Q4 2018

Jan 28, 2019
BUY
$43.7 - $54.95 $68,172 - $85,722
1,560 New
1,560 $72,000

Others Institutions Holding IWR

# of Institutions
1,337
Shares Held
341M
Call Options Held
126K
Put Options Held
14.1K
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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