High Mark Wealth Management LLC Ishares Russell Mid Cap ETF Transaction History

High Mark Wealth Management LLC

  • $182 Million
  • Q3 2024

A detailed history of High Mark Wealth Management LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, High Mark Wealth Management LLC holds 2,722 shares of IWR stock, worth $248,627. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,722
Previous 2,722 -0.0%
Holding current value
$248,627
Previous $220,000 8.64%
% of portfolio
0.13%
Previous 0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 02, 2021
SELL
$74.82 - $79.61 $38,158 - $40,601
-510 Reduced 15.78%
2,722 $216,000
Q1 2021

Apr 22, 2021
BUY
$67.45 - $75.68 $269 - $302
4 Added 0.12%
3,232 $239,000
Q4 2020

Jan 27, 2021
BUY
$57.75 - $68.61 $231 - $274
4 Added 0.12%
3,228 $221,000
Q3 2020

Oct 26, 2020
BUY
$53.47 - $60.19 $320 - $361
6 Added 0.19%
3,224 $185,000
Q2 2020

Jul 22, 2020
BUY
$40.64 - $57.63 $162 - $230
4 Added 0.12%
3,218 $172,000
Q1 2020

Apr 30, 2020
SELL
$36.81 - $61.96 $441 - $743
-12 Reduced 0.37%
3,214 $138,000
Q4 2019

Mar 19, 2020
BUY
$54.12 - $59.69 $174,591 - $192,559
3,226 New
3,226 $192,000

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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