A detailed history of Sandy Cove Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Sandy Cove Advisors, LLC holds 7,168 shares of IWR stock, worth $641,249. This represents 0.26% of its overall portfolio holdings.

Number of Shares
7,168
Previous 10,655 32.73%
Holding current value
$641,249
Previous $863,000 26.88%
% of portfolio
0.26%
Previous 0.39%

Shares

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

Oct 17, 2024

SELL
$79.92 - $88.19 $278,681 - $307,518
-3,487 Reduced 32.73%
7,168 $631,000
Q1 2024

Apr 17, 2024

BUY
$75.37 - $84.09 $320,322 - $357,382
4,250 Added 66.35%
10,655 $895,000
Q4 2023

Jan 17, 2024

BUY
$64.84 - $78.27 $1,556 - $1,878
24 Added 0.38%
6,405 $497,000
Q2 2023

Aug 14, 2023

BUY
$67.49 - $73.03 $430,653 - $466,004
6,381 New
6,381 $466,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


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