Sea Crest Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Sea Crest Wealth Management, LLC

  • $902 Million
  • Q3 2024

A detailed history of Sea Crest Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 2,296 shares of IWR stock, worth $209,165. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,296
Previous 2,995 23.34%
Holding current value
$209,165
Previous $242,000 16.53%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 16, 2024
SELL
$79.92 - $88.19 $55,864 - $61,644
-699 Reduced 23.34%
2,296 $202,000
Q2 2024

Jul 19, 2024
BUY
$78.66 - $83.59 $235,586 - $250,352
2,995 New
2,995 $242,000
Q2 2022

Aug 09, 2022
BUY
$62.75 - $78.76 $143,697 - $180,360
2,290 New
2,290 $148,000
Q1 2020

May 13, 2020
SELL
$36.81 - $61.96 $132,773 - $223,489
-3,607 Closed
0 $0
Q4 2019

Jan 22, 2020
BUY
$54.12 - $59.69 $195,210 - $215,301
3,607 New
3,607 $215,000
Q2 2019

Jul 19, 2019
SELL
$52.53 - $56.11 $185,956 - $198,629
-3,540 Closed
0 $0
Q1 2019

May 10, 2019
SELL
$45.53 - $54.18 $156,076 - $185,729
-3,428 Reduced 49.2%
3,540 $191,000
Q4 2018

Feb 13, 2019
BUY
$43.7 - $54.95 $261,806 - $329,205
5,991 Added 613.2%
6,968 $324,000
Q2 2018

Aug 03, 2018
SELL
$50.43 - $54.42 $1,159 - $1,251
-23 Reduced 2.3%
977 $207,000
Q1 2018

Apr 20, 2018
SELL
$49.67 - $55.0 $2,284 - $2,530
-46 Reduced 4.4%
1,000 $206,000
Q4 2017

Feb 02, 2018
BUY
$49.53 - $52.32 $51,808 - $54,726
1,046
1,046 $218,000

Others Institutions Holding IWR

# of Institutions
1,402
Shares Held
340M
Call Options Held
124K
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
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