Kavar Capital Partners Group, LLC Ishares Russell Mid Cap ETF Transaction History

Kavar Capital Partners Group, LLC

$590 Million
Q4 2024

A detailed history of Kavar Capital Partners Group, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Kavar Capital Partners Group, LLC holds 3,558 shares of IWR stock, worth $304,351. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,558

Previous 3,600 1.17%

Holding current value

$304,351

Previous $317,000 0.95%

% of portfolio

0.05%

Previous 0.05%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$87.25 - $95.52 $3,664 - $4,011	-42 Reduced 1.17%	3,558 $314,000
Q3 2024 Oct 24, 2024	SELL	$79.92 - $88.19 $19,980 - $22,047	-250 Reduced 6.49%	3,600 $317,000
Q2 2024 Jul 19, 2024	BUY	$78.66 - $83.59 $12,900 - $13,708	164 Added 4.45%	3,850 $312,000
Q1 2024 May 14, 2024	SELL	$75.37 - $84.09 $291,983 - $325,764	-3,874 Reduced 51.24%	3,686 $309,000
Q4 2023 Feb 14, 2024	BUY	$64.84 - $78.27 $228,885 - $276,293	3,530 Added 87.59%	7,560 $587,000
Q3 2023 Nov 06, 2023	SELL	$68.54 - $75.91 $9,252 - $10,247	-135 Reduced 3.24%	4,030 $279,000
Q2 2023 Aug 07, 2023	SELL	$67.49 - $73.03 $5,736 - $6,207	-85 Reduced 2.0%	4,165 $304,000
Q1 2023 May 12, 2023	SELL	$66.27 - $75.04 $14,049 - $15,908	-212 Reduced 4.75%	4,250 $297,000
Q4 2022 Feb 10, 2023	SELL	$62.09 - $71.89 $6,519 - $7,548	-105 Reduced 2.3%	4,462 $300,000
Q3 2022 Nov 08, 2022	SELL	$62.15 - $74.82 $11,497 - $13,841	-185 Reduced 3.89%	4,567 $284,000
Q2 2022 Aug 09, 2022	SELL	$62.75 - $78.76 $27,359 - $34,339	-436 Reduced 8.4%	4,752 $307,000
Q1 2022 May 09, 2022	SELL	$72.29 - $82.89 $7,156 - $8,206	-99 Reduced 1.87%	5,188 $405,000
Q4 2021 Jan 27, 2022	BUY	$78.41 - $85.28 $7,762 - $8,442	99 Added 1.91%	5,287 $439,000
Q3 2021 Nov 01, 2021	BUY	$76.44 - $82.59 $3,669 - $3,964	48 Added 0.93%	5,188 $406,000
Q2 2021 Aug 02, 2021	SELL	$74.82 - $79.61 $9,951 - $10,588	-133 Reduced 2.52%	5,140 $407,000
Q4 2020 Feb 05, 2021	BUY	$57.75 - $68.61 $304,515 - $361,780	5,273 New	5,273 $361,000

Others Institutions Holding IWR

# of Institutions

1,537

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Kavar Capital Partners Group, LLC Ishares Russell Mid Cap ETF Transaction History