Octavia Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Octavia Wealth Advisors, LLC

$818 Million
Q1 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 3,237 shares of IWR stock, worth $286,603. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,237

Previous 3,237 -0.0%

Holding current value

$286,603

Previous $286,000 4.55%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	BUY	$78.66 - $83.59 $12,742 - $13,541	162 Added 5.27%	3,237 $262,000
Q1 2024 Apr 15, 2024	SELL	$75.37 - $84.09 $14,395 - $16,061	-191 Reduced 5.85%	3,075 $258,000
Q4 2023 Jan 30, 2024	SELL	$64.84 - $78.27 $15,367 - $18,549	-237 Reduced 6.77%	3,266 $253,000
Q3 2023 Oct 30, 2023	BUY	$68.54 - $75.91 $11,309 - $12,525	165 Added 4.94%	3,503 $242,000
Q2 2023 Jul 18, 2023	SELL	$67.49 - $73.03 $4,656 - $5,039	-69 Reduced 2.03%	3,338 $243,000
Q2 2022 Jul 18, 2022	BUY	$62.75 - $78.76 $23,092 - $28,983	368 Added 12.11%	3,407 $221,000
Q1 2022 Apr 20, 2022	BUY	$72.29 - $82.89 $219,689 - $251,902	3,039 New	3,039 $237,000

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

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Octavia Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History