A detailed history of Opal Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 209 shares of IWR stock, worth $18,394. This represents 0.01% of its overall portfolio holdings.

Number of Shares
209
Holding current value
$18,394
% of portfolio
0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$78.66 - $83.59 $16,439 - $17,470
209 New
209 $16,000
Q4 2023

Jan 19, 2024

BUY
$64.84 - $78.27 $626,354 - $756,088
9,660 New
9,660 $750,000
Q4 2022

Feb 03, 2023

BUY
$62.09 - $71.89 $472,070 - $546,579
7,603 Added 224.74%
10,986 $741,000
Q3 2022

Oct 17, 2022

SELL
$62.15 - $74.82 $26,538 - $31,948
-427 Reduced 11.21%
3,383 $210,000
Q2 2022

Aug 10, 2022

BUY
$62.75 - $78.76 $239,077 - $300,075
3,810 New
3,810 $246,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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