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

Landmark Wealth Management, LLC

$230 Million
Q3 2024

A detailed history of Landmark Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 3,658 shares of IWR stock, worth $345,498. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,658

Holding current value

$345,498

% of portfolio

0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$79.92 - $88.19 $292,347 - $322,599	3,658 New	3,658 $322,000
Q1 2024 Apr 24, 2024	SELL	$75.37 - $84.09 $602 - $672	-8 Reduced 0.22%	3,660 $308,000
Q4 2023 Jan 22, 2024	SELL	$64.84 - $78.27 $5,770 - $6,966	-89 Reduced 2.37%	3,668 $285,000
Q3 2023 Oct 13, 2023	BUY	$68.54 - $75.91 $257,504 - $285,193	3,757 New	3,757 $260,000
Q1 2023 Apr 17, 2023	BUY	$66.27 - $75.04 $331 - $375	5 Added 0.13%	3,755 $263,000
Q4 2022 Jan 20, 2023	BUY	$62.09 - $71.89 $310 - $359	5 Added 0.13%	3,750 $253,000
Q3 2022 Oct 24, 2022	BUY	$62.15 - $74.82 $232,751 - $280,200	3,745 New	3,745 $233,000
Q2 2022 Jul 21, 2022	SELL	$62.75 - $78.76 $248,490 - $311,889	-3,960 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	$72.29 - $82.89 $286,268 - $328,244	3,960 New	3,960 $309,000

Others Institutions Holding IWR

# of Institutions

1,408

Shares Held

340M

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