Householder Group Estate & Retirement Specialist, LLC Ishares Russell Mid Cap ETF Transaction History

Householder Group Estate & Retirement Specialist, LLC

$343 Million
Q3 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 426 shares of IWR stock, worth $38,910. This represents 0.01% of its overall portfolio holdings.

Number of Shares

426

Previous 426 -0.0%

Holding current value

$38,910

Previous $34,000 8.82%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$78.66 - $83.59 $1,887 - $2,006	24 Added 5.97%	426 $34,000
Q1 2024 May 03, 2024	SELL	$75.37 - $84.09 $3,542 - $3,952	-47 Reduced 10.47%	402 $33,000
Q4 2023 Jan 23, 2024	SELL	$64.84 - $78.27 $9,466 - $11,427	-146 Reduced 24.54%	449 $34,000
Q3 2023 Oct 10, 2023	SELL	$68.54 - $75.91 $20,904 - $23,152	-305 Reduced 33.89%	595 $41,000
Q1 2023 Apr 13, 2023	BUY	$66.27 - $75.04 $59,643 - $67,536	900 New	900 $63,000
Q3 2022 Oct 11, 2022	BUY	$62.15 - $74.82 $45,369 - $54,618	730 New	730 $45,000

Others Institutions Holding IWR

# of Institutions

1,410

Shares Held

341M

Call Options Held

130K

Put Options Held

26.6K

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About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Householder Group Estate & Retirement Specialist, LLC Ishares Russell Mid Cap ETF Transaction History