Provident Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Provident Wealth Management, LLC

  • $298 Million
  • Q4 2024

A detailed history of Provident Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Provident Wealth Management, LLC holds 460 shares of IWR stock, worth $42,352. This represents 0.01% of its overall portfolio holdings.

Number of Shares
460
Holding current value
$42,352
% of portfolio
0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$87.25 - $95.52 $40,135 - $43,939
460 New
460 $40,000
Q1 2021

Apr 16, 2021
SELL
$67.45 - $75.68 $2.14 Million - $2.4 Million
-31,774 Closed
0 $0
Q4 2020

Jan 20, 2021
SELL
$57.75 - $68.61 $10,857 - $12,898
-188 Reduced 0.59%
31,774 $2.18 Million
Q3 2020

Oct 13, 2020
BUY
$53.47 - $60.19 $199,068 - $224,087
3,723 Added 13.18%
31,962 $1.83 Million
Q2 2020

Jul 20, 2020
BUY
$40.64 - $57.63 $157,073 - $222,739
3,865 Added 15.86%
28,239 $1.51 Million
Q1 2020

Apr 14, 2020
SELL
$36.81 - $61.96 $17,963 - $30,236
-488 Reduced 1.96%
24,374 $1.05 Million
Q4 2019

Jan 29, 2020
BUY
$54.12 - $59.69 $1.35 Million - $1.48 Million
24,862 New
24,862 $1.48 Million

Others Institutions Holding IWR

# of Institutions
1,459
Shares Held
342M
Call Options Held
126K
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
Track This Portfolio

Track Provident Wealth Management, LLC Portfolio

Follow Provident Wealth Management, 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 Provident Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Provident Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email