Kingswood Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,633 shares of IWR stock, worth $318,577. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,633
Previous 3,068 18.42%
Holding current value
$318,577
Previous $258 Million 14.18%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 09, 2024
BUY
$78.66 - $83.59 $44,442 - $47,228
565 Added 18.42%
3,633 $295 Million
Q1 2024

Apr 15, 2024
SELL
$75.37 - $84.09 $6,783 - $7,568
-90 Reduced 2.85%
3,068 $258 Million
Q4 2023

Jan 16, 2024
SELL
$64.84 - $78.27 $58,615 - $70,756
-904 Reduced 22.26%
3,158 $245 Million
Q3 2023

Oct 23, 2023
BUY
$68.54 - $75.91 $278,409 - $308,346
4,062 New
4,062 $281 Million

Others Institutions Holding IWR

# of Institutions
1,340
Shares Held
341M
Call Options Held
126K
Put Options Held
14.1K
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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