Sanford Advisory Services, LLC Ishares Russell Mid Cap ETF Transaction History

Sanford Advisory Services, LLC

$420 Million
Q4 2022

A detailed history of Sanford Advisory Services, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Sanford Advisory Services, LLC holds 15,248 shares of IWR stock, worth $1.35 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

15,248

Previous 14,151 7.75%

Holding current value

$1.35 Million

Previous $879,000 16.95%

% of portfolio

0.24%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 07, 2023	BUY	$62.09 - $71.89 $68,112 - $78,863	1,097 Added 7.75%	15,248 $1.03 Million
Q3 2022 Nov 09, 2022	BUY	$62.15 - $74.82 $199,315 - $239,947	3,207 Added 29.3%	14,151 $879,000
Q2 2022 Jul 28, 2022	SELL	$62.75 - $78.76 $32,881 - $41,270	-524 Reduced 4.57%	10,944 $708,000
Q1 2022 Jul 28, 2022	BUY	$72.29 - $82.89 $20,819 - $23,872	288 Added 2.58%	11,468 $895,000
Q4 2021 Jul 28, 2022	SELL	$78.41 - $85.28 $70,882 - $77,093	-904 Reduced 7.48%	11,180 $928,000
Q3 2021 Jul 28, 2022	BUY	$76.44 - $82.59 $63,827 - $68,962	835 Added 7.42%	12,084 $945,000
Q2 2021 Jul 28, 2022	BUY	$74.82 - $79.61 $9,876 - $10,508	132 Added 1.19%	11,249 $891,000
Q4 2020 Jul 28, 2022	BUY	$57.75 - $68.61 $642,006 - $762,737	11,117 New	11,117 $762,000

Others Institutions Holding IWR

# of Institutions

1,411

Shares Held

341M

Call Options Held

130K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Sanford Advisory Services, LLC Ishares Russell Mid Cap ETF Transaction History