Kolinsky Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Kolinsky Wealth Management, LLC

$154 Million
Q3 2024

A detailed history of Kolinsky Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Kolinsky Wealth Management, LLC holds 6,063 shares of IWR stock, worth $553,794. This represents 0.35% of its overall portfolio holdings.

Number of Shares

6,063

Previous 4,791 26.55%

Holding current value

$553,794

Previous $388,000 37.63%

% of portfolio

0.35%

Previous 0.28%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$79.92 - $88.19 $101,658 - $112,177	1,272 Added 26.55%	6,063 $534,000
Q2 2024 Aug 14, 2024	BUY	$78.66 - $83.59 $26,115 - $27,751	332 Added 7.45%	4,791 $388,000
Q1 2024 May 15, 2024	BUY	$75.37 - $84.09 $56,301 - $62,815	747 Added 20.12%	4,459 $374,000
Q4 2023 Feb 13, 2024	BUY	$64.84 - $78.27 $7,197 - $8,687	111 Added 3.08%	3,712 $288,000
Q3 2023 Nov 14, 2023	BUY	$68.54 - $75.91 $2,124 - $2,353	31 Added 0.87%	3,601 $249,000
Q2 2023 Aug 14, 2023	BUY	$67.49 - $73.03 $15,927 - $17,235	236 Added 7.08%	3,570 $260,000
Q1 2023 May 15, 2023	BUY	$66.27 - $75.04 $6,361 - $7,203	96 Added 2.96%	3,334 $233,000
Q4 2022 Feb 14, 2023	BUY	$62.09 - $71.89 $201,047 - $232,779	3,238 New	3,238 $218,000
Q2 2022 Aug 15, 2022	BUY	$62.75 - $78.76 $5,271 - $6,615	84 Added 2.74%	3,146 $203,000
Q1 2022 May 12, 2022	BUY	$72.29 - $82.89 $221,351 - $253,809	3,062 New	3,062 $239,000

Others Institutions Holding IWR

# of Institutions

1,410

Shares Held

341M

Call Options Held

130K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Kolinsky Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History