Holistic Financial Partners Ishares Russell Mid Cap ETF Transaction History

Holistic Financial Partners

$205 Million
Q3 2024

A detailed history of Holistic Financial Partners transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Holistic Financial Partners holds 4,600 shares of IWR stock, worth $439,162. This represents 0.2% of its overall portfolio holdings.

Number of Shares

4,600

Previous 4,600 -0.0%

Holding current value

$439,162

Previous $372,000 8.87%

% of portfolio

0.2%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 13, 2020	BUY	$40.64 - $57.63 $186,944 - $265,098	4,600 New	4,600 $247,000
Q1 2020 May 05, 2020	SELL	$36.81 - $61.96 $169,326 - $285,016	-4,600 Closed	0 $0
Q3 2019 Nov 07, 2019	BUY	$53.6 - $57.42 $246,560 - $264,132	4,600 New	4,600 $257,000
Q2 2019 Aug 07, 2019	SELL	$52.53 - $56.11 $241,638 - $258,106	-4,600 Closed	0 $0
Q4 2018 Feb 11, 2019	BUY	$43.7 - $54.95 $150,765 - $189,577	3,450 Added 300.0%	4,600 $214,000
Q3 2018 Nov 05, 2018	BUY	$52.87 - $56.02 $60,800 - $64,423	1,150 New	1,150 $254,000
Q2 2018 Aug 14, 2018	SELL	$50.43 - $54.42 $57,994 - $62,583	-1,150 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	$49.53 - $52.32 $56,959 - $60,168	1,150	1,150 $239,000

Others Institutions Holding IWR

# of Institutions

1,409

Shares Held

341M

Call Options Held

130K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Financial Partners, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Financial Partners with notifications on news.

Account

Holistic Financial Partners Ishares Russell Mid Cap ETF Transaction History