Koss Olinger Consulting, LLC Ishares Russell Mid Cap ETF Transaction History

Koss Olinger Consulting, LLC

$1.18 Billion
Q1 2025

A detailed history of Koss Olinger Consulting, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Koss Olinger Consulting, LLC holds 191,729 shares of IWR stock, worth $17.2 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares

191,729

Previous 195,962 2.16%

Holding current value

$17.2 Million

Previous $17.3 Million 5.85%

% of portfolio

1.39%

Previous 1.52%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$82.81 - $92.93 $350,534 - $393,372	-4,233 Reduced 2.16%	191,729 $16.3 Million
Q4 2024 Feb 10, 2025	SELL	$87.25 - $95.52 $82,887 - $90,744	-950 Reduced 0.48%	195,962 $17.3 Million
Q3 2024 Oct 18, 2024	SELL	$79.92 - $88.19 $146,493 - $161,652	-1,833 Reduced 0.92%	196,912 $17.4 Million
Q2 2024 Aug 06, 2024	BUY	$78.66 - $83.59 $15.6 Million - $16.6 Million	198,745 New	198,745 $16.1 Million
Q4 2023 Feb 13, 2024	SELL	$64.84 - $78.27 $2.25 Million - $2.72 Million	-34,759 Reduced 14.7%	201,759 $15.7 Million
Q3 2023 Oct 10, 2023	SELL	$68.54 - $75.91 $13,365 - $14,802	-195 Reduced 0.08%	236,518 $16.4 Million
Q2 2023 Jul 28, 2023	SELL	$67.49 - $73.03 $6,141 - $6,645	-91 Reduced 0.04%	236,713 $17.3 Million
Q1 2023 May 12, 2023	BUY	$66.27 - $75.04 $356,930 - $404,165	5,386 Added 2.33%	236,804 $16.6 Million
Q4 2022 Feb 13, 2023	BUY	$62.09 - $71.89 $14.4 Million - $16.6 Million	231,418 New	231,418 $15.6 Million

Others Institutions Holding IWR

# of Institutions

1,538

Shares Held

382M

Call Options Held

151K

Put Options Held

164K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Koss Olinger Consulting, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Koss Olinger Consulting, LLC with notifications on news.

Account

Koss Olinger Consulting, LLC Ishares Russell Mid Cap ETF Transaction History