A detailed history of James J. Burns & Company, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, James J. Burns & Company, LLC holds 6,952 shares of IWR stock, worth $609,620. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,952
Previous 3,414 103.63%
Holding current value
$609,620
Previous $282,000 100.0%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Jul 17, 2024

BUY
$78.66 - $83.59 $278,299 - $295,741
3,538 Added 103.63%
6,952 $564,000
Q1 2024

Apr 23, 2024

SELL
$75.37 - $84.09 $315,348 - $351,832
-4,184 Reduced 55.07%
3,414 $282,000
Q4 2023

Feb 13, 2024

BUY
$64.84 - $78.27 $3,955 - $4,774
61 Added 0.81%
7,598 $591,000
Q3 2023

Nov 07, 2023

SELL
$68.54 - $75.91 $54,352 - $60,196
-793 Reduced 9.52%
7,537 $522,000
Q2 2023

Jul 27, 2023

SELL
$67.49 - $73.03 $1,012 - $1,095
-15 Reduced 0.18%
8,330 $608,000
Q1 2023

Apr 24, 2023

BUY
$66.27 - $75.04 $240,626 - $272,470
3,631 Added 77.03%
8,345 $584,000
Q3 2022

Nov 01, 2022

BUY
$62.15 - $74.82 $292,975 - $352,701
4,714 New
4,714 $293,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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