Phoenix Wealth Advisors Ishares Russell Mid Cap ETF Transaction History

Phoenix Wealth Advisors

  • $215 Million
  • Q3 2024

A detailed history of Phoenix Wealth Advisors transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Phoenix Wealth Advisors holds 4,001 shares of IWR stock, worth $356,969. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,001
Previous 5,701 29.82%
Holding current value
$356,969
Previous $462,000 23.81%
% of portfolio
0.16%
Previous 0.23%

Shares

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

Nov 08, 2024
SELL
$79.92 - $88.19 $135,864 - $149,923
-1,700 Reduced 29.82%
4,001 $352,000
Q2 2024

Jul 17, 2024
BUY
$78.66 - $83.59 $99,583 - $105,824
1,266 Added 28.55%
5,701 $462,000
Q1 2024

Apr 26, 2024
BUY
$75.37 - $84.09 $334,265 - $372,939
4,435 New
4,435 $372,000
Q1 2022

May 02, 2022
SELL
$72.29 - $82.89 $175,303 - $201,008
-2,425 Closed
0 $0
Q4 2020

Feb 05, 2021
BUY
$57.75 - $68.61 $140,043 - $166,379
2,425 New
2,425 $166,000

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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