Slate Stone Wealth, LLC Ishares Russell Mid Cap ETF Transaction History

Slate Stone Wealth, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Slate Stone Wealth, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 15,510 shares of IWR stock, worth $1.46 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
15,510
Previous 15,182 2.16%
Holding current value
$1.46 Million
Previous $1.23 Million 11.05%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Nov 07, 2024
BUY
$79.92 - $88.19 $26,213 - $28,926
328 Added 2.16%
15,510 $1.37 Million
Q2 2024

Jul 25, 2024
SELL
$78.66 - $83.59 $78,817 - $83,757
-1,002 Reduced 6.19%
15,182 $1.23 Million
Q1 2024

Apr 26, 2024
BUY
$75.37 - $84.09 $37,685 - $42,045
500 Added 3.19%
16,184 $1.36 Million
Q4 2023

Feb 01, 2024
BUY
$64.84 - $78.27 $77,937 - $94,080
1,202 Added 8.3%
15,684 $1.22 Million
Q3 2023

Oct 12, 2023
BUY
$68.54 - $75.91 $27,416 - $30,364
400 Added 2.84%
14,482 $1 Million
Q2 2023

Aug 07, 2023
BUY
$67.49 - $73.03 $260,376 - $281,749
3,858 Added 37.73%
14,082 $1.03 Million
Q1 2023

Aug 08, 2023
SELL
$66.27 - $75.04 $109,875 - $124,416
-1,658 Reduced 11.77%
12,424 $869,000
Q4 2022

Feb 01, 2023
BUY
$62.09 - $71.89 $105,553 - $122,213
1,700 Added 19.94%
10,224 $689,000
Q3 2022

Nov 03, 2022
BUY
$62.15 - $74.82 $97,948 - $117,916
1,576 Added 22.68%
8,524 $530,000
Q2 2022

Aug 04, 2022
BUY
$62.75 - $78.76 $435,987 - $547,224
6,948 New
6,948 $449,000

Others Institutions Holding IWR

# of Institutions
1,408
Shares Held
340M
Call Options Held
130K
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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