Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 16, 2023

BUY
$68.54 - $75.91 $61,686 - $68,319
900 New
900 $62,000
Q3 2020

Oct 07, 2020

SELL
$53.47 - $60.19 $4,010 - $4,514
-75 Closed
0 $0
Q2 2020

Jul 31, 2020

SELL
$40.64 - $57.63 $5,080 - $7,203
-125 Reduced 62.5%
75 $4,000
Q4 2019

Feb 10, 2020

BUY
$54.12 - $59.69 $10,824 - $11,938
200 New
200 $12,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Powell Investment Advisors, LLC Portfolio

Follow Powell Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Powell Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Powell Investment Advisors, LLC with notifications on news.