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

Kolinsky Wealth Management, LLC

$130 Million
Q1 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 4,459 shares of IWR stock, worth $359,752. This represents 0.29% of its overall portfolio holdings.

Number of Shares

4,459

Previous 3,712 20.12%

Holding current value

$359,752

Previous $288,000 29.86%

% of portfolio

0.29%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$65.92 - $71.89 $213,448 - $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

1,340

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