Northern Oak Wealth Management Inc Ishares Russell Mid Cap ETF Transaction History

Northern Oak Wealth Management Inc

  • $839 Million
  • Q1 2024

A detailed history of Northern Oak Wealth Management Inc transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 3,028 shares of IWR stock, worth $244,299. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,028
Previous 3,028 -0.0%
Holding current value
$244,299
Previous $235,000 8.09%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023
BUY
$65.92 - $71.89 $199,605 - $217,682
3,028 New
3,028 $204,000
Q1 2021

May 14, 2021
SELL
$67.45 - $75.68 $6,205 - $6,962
-92 Reduced 2.95%
3,028 $224,000
Q4 2018

Feb 14, 2019
BUY
$43.7 - $54.95 $102,258 - $128,583
2,340 Added 300.0%
3,120 $145,000
Q3 2018

Nov 15, 2018
SELL
$52.87 - $56.02 $264 - $280
-5 Reduced 0.64%
780 $0
Q1 2018

May 11, 2018
SELL
$49.67 - $55.0 $794 - $880
-16 Reduced 2.0%
785 $0
Q4 2017

Feb 16, 2018
BUY
$49.53 - $52.32 $39,673 - $41,908
801
801 $0

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

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Northern Oak Wealth Management Inc Portfolio

Follow Northern Oak Wealth Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northern Oak Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Northern Oak Wealth Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email