Kowal Investment Group, LLC Ishares Russell Mid Cap ETF Transaction History

Kowal Investment Group, LLC

$538 Million
Q3 2024

A detailed history of Kowal Investment Group, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Kowal Investment Group, LLC holds 5,751 shares of IWR stock, worth $525,296. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,751

Previous 5,824 1.25%

Holding current value

$525,296

Previous $472,000 7.2%

% of portfolio

0.09%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$79.92 - $88.19 $5,834 - $6,437	-73 Reduced 1.25%	5,751 $506,000
Q2 2024 Aug 13, 2024	SELL	$78.66 - $83.59 $36,655 - $38,952	-466 Reduced 7.41%	5,824 $472,000
Q1 2024 Apr 18, 2024	SELL	$75.37 - $84.09 $16,506 - $18,415	-219 Reduced 3.36%	6,290 $528,000
Q4 2023 Jan 22, 2024	SELL	$64.84 - $78.27 $80,596 - $97,289	-1,243 Reduced 16.03%	6,509 $505,000
Q3 2023 Oct 25, 2023	BUY	$68.54 - $75.91 $38,862 - $43,040	567 Added 7.89%	7,752 $536,000
Q2 2023 Jul 18, 2023	BUY	$67.49 - $73.03 $484,915 - $524,720	7,185 New	7,185 $524,000
Q4 2021 Feb 11, 2022	SELL	$78.41 - $85.28 $103,579 - $112,654	-1,321 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$76.44 - $82.59 $100,977 - $109,101	1,321 New	1,321 $103,000

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kowal Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kowal Investment Group, LLC with notifications on news.

Account

Kowal Investment Group, LLC Ishares Russell Mid Cap ETF Transaction History