Oak Harbor Wealth Partners, LLC Ishares Russell Mid Cap ETF Transaction History

Oak Harbor Wealth Partners, LLC

  • $349 Million
  • Q3 2024

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 3,250 shares of IWR stock, worth $296,855. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,250
Previous 3,250 -0.0%
Holding current value
$296,855
Previous $263,000 8.75%
% of portfolio
0.08%
Previous 0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 27, 2023
BUY
$67.49 - $73.03 $674 - $730
10 Added 0.31%
3,250 $237,000
Q1 2023

Apr 24, 2023
SELL
$66.27 - $75.04 $36,581 - $41,422
-552 Reduced 14.56%
3,240 $226,000
Q4 2022

Jan 18, 2023
SELL
$62.09 - $71.89 $11,486 - $13,299
-185 Reduced 4.65%
3,792 $0
Q3 2022

Nov 03, 2022
BUY
$62.15 - $74.82 $6,650 - $8,005
107 Added 2.76%
3,977 $247,000
Q2 2022

Jul 25, 2022
BUY
$62.75 - $78.76 $4,078 - $5,119
65 Added 1.71%
3,870 $250,000
Q1 2022

May 11, 2022
BUY
$72.29 - $82.89 $105,760 - $121,268
1,463 Added 62.47%
3,805 $297,000
Q4 2021

Feb 17, 2022
BUY
$78.41 - $85.28 $183,636 - $199,725
2,342 New
2,342 $194,000

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

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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