A detailed history of Sfmg, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Sfmg, LLC holds 5,637 shares of IWR stock, worth $513,530. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,637
Previous 5,637 -0.0%
Holding current value
$513,530
Previous $474,000 3.59%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

BUY
$75.37 - $84.09 $8,215 - $9,165
109 Added 1.97%
5,637 $474,000
Q2 2020

Aug 03, 2020

SELL
$40.64 - $57.63 $188,732 - $267,633
-4,644 Reduced 45.65%
5,528 $296,000
Q3 2019

Oct 29, 2019

SELL
$53.6 - $57.42 $4,931 - $5,282
-92 Reduced 0.9%
10,172 $569,000
Q2 2019

Aug 05, 2019

BUY
$52.53 - $56.11 $54,210 - $57,905
1,032 Added 11.18%
10,264 $589,000
Q3 2018

Nov 15, 2018

BUY
$52.87 - $56.02 $488,095 - $517,176
9,232 New
9,232 $473,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Sfmg, LLC Portfolio

Follow Sfmg, 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 Sfmg, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sfmg, LLC with notifications on news.