Olistico Wealth, LLC Ishares Russell Mid Cap ETF Transaction History

Olistico Wealth, LLC

  • $164 Billion
  • Q3 2024

A detailed history of Olistico Wealth, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Olistico Wealth, LLC holds 2,767 shares of IWR stock, worth $252,737. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,767
Previous 2,863 3.35%
Holding current value
$252,737
Previous $232 Million 5.07%
% of portfolio
0.15%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$79.92 - $88.19 $7,672 - $8,466
-96 Reduced 3.35%
2,767 $244 Million
Q2 2024

Jul 09, 2024
BUY
$78.66 - $83.59 $157 - $167
2 Added 0.07%
2,863 $232 Million
Q1 2024

Apr 24, 2024
BUY
$75.37 - $84.09 $226 - $252
3 Added 0.1%
2,861 $241 Million
Q4 2023

Feb 12, 2024
BUY
$64.84 - $78.27 $185,312 - $223,695
2,858 New
2,858 $222 Million
Q2 2023

Jul 25, 2023
BUY
$67.49 - $73.03 $192,279 - $208,062
2,849 New
2,849 $208 Million

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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