Kmg Fiduciary Partners, LLC Ishares Russell Mid Cap ETF Transaction History

Kmg Fiduciary Partners, LLC

$965 Million
Q1 2024

A detailed history of Kmg Fiduciary Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 3,976 shares of IWR stock, worth $320,863. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,976

Previous 3,883 2.4%

Holding current value

$320,863

Previous $301,000 10.96%

% of portfolio

0.03%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	BUY	$75.37 - $84.09 $7,009 - $7,820	93 Added 2.4%	3,976 $334,000
Q4 2023 Jan 10, 2024	BUY	$64.84 - $78.27 $324 - $391	5 Added 0.13%	3,883 $301,000
Q3 2023 Oct 25, 2023	BUY	$68.54 - $75.91 $1,713 - $1,897	25 Added 0.65%	3,878 $268,000
Q2 2023 Jul 14, 2023	SELL	$67.49 - $73.03 $18,762 - $20,302	-278 Reduced 6.73%	3,853 $281,000
Q1 2023 Apr 13, 2023	BUY	$66.27 - $75.04 $1,259 - $1,425	19 Added 0.46%	4,131 $288,000

Q3 2022 Oct 27, 2022	SELL	$63.62 - $74.82 $20,740 - $24,391	-326 Reduced 7.35%	4,112 $256,000
Q2 2022 Jul 13, 2022	SELL	$62.75 - $78.76 $24,033 - $30,165	-383 Reduced 7.94%	4,438 $287,000
Q1 2022 Apr 19, 2022	BUY	$72.29 - $82.89 $361 - $414	5 Added 0.1%	4,821 $376,000
Q4 2021 Jan 12, 2022	BUY	$78.41 - $85.28 $377,622 - $410,708	4,816 New	4,816 $400,000

Others Institutions Holding IWR

# of Institutions

1,339

Shares Held

322M

Call Options Held

186K

Put Options Held

11.8K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Kmg Fiduciary Partners, LLC Ishares Russell Mid Cap ETF Transaction History