A detailed history of Sage Financial Management Group, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 4,059 shares of IWR stock, worth $370,749. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,059
Holding current value
$370,749
% of portfolio
0.14%

Shares

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

Oct 17, 2024

BUY
$79.92 - $88.19 $324,395 - $357,963
4,059 New
4,059 $358,000
Q1 2024

May 01, 2024

SELL
$75.37 - $84.09 $70,923 - $79,128
-941 Reduced 16.27%
4,843 $407,000
Q3 2023

Oct 12, 2023

BUY
$68.54 - $75.91 $396,435 - $439,063
5,784 New
5,784 $401,000
Q1 2023

May 01, 2023

SELL
$66.27 - $75.04 $25,050 - $28,365
-378 Reduced 6.17%
5,745 $402,000
Q4 2022

Jan 20, 2023

BUY
$62.09 - $71.89 $23,470 - $27,174
378 Added 6.58%
6,123 $413,000
Q3 2022

Oct 24, 2022

SELL
$62.15 - $74.82 $23,492 - $28,281
-378 Reduced 6.17%
5,745 $357,000
Q1 2022

Apr 28, 2022

BUY
$72.29 - $82.89 $27,325 - $31,332
378 Added 6.58%
6,123 $478,000
Q4 2021

Feb 08, 2022

BUY
$78.41 - $85.28 $450,465 - $489,933
5,745 New
5,745 $477,000
Q3 2021

Oct 26, 2021

SELL
$76.44 - $82.59 $468,042 - $505,698
-6,123 Closed
0 $0
Q2 2021

Aug 03, 2021

SELL
$74.82 - $79.61 $3,740 - $3,980
-50 Reduced 0.81%
6,123 $485,000
Q1 2021

May 11, 2021

BUY
$67.45 - $75.68 $412,861 - $463,237
6,121 Added 11771.15%
6,173 $456,000
Q4 2020

Feb 08, 2021

SELL
$57.75 - $68.61 $411,988 - $489,463
-7,134 Reduced 99.28%
52 $493,000
Q4 2020

Feb 08, 2021

BUY
$57.75 - $68.61 $414,991 - $493,031
7,186 New
7,186 $493,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


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