A detailed history of Sound Income Strategies, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Sound Income Strategies, LLC holds 48 shares of IWR stock, worth $4,412. This represents 0.0% of its overall portfolio holdings.

Number of Shares
48
Previous 67 28.36%
Holding current value
$4,412
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 10, 2024

SELL
$79.92 - $88.19 $1,518 - $1,675
-19 Reduced 28.36%
48 $4,000
Q2 2024

Jul 12, 2024

SELL
$78.66 - $83.59 $707 - $752
-9 Reduced 11.84%
67 $5,000
Q1 2024

Apr 15, 2024

SELL
$75.37 - $84.09 $11,983 - $13,370
-159 Reduced 67.66%
76 $6,000
Q4 2023

Jan 10, 2024

BUY
$64.84 - $78.27 $15,237 - $18,393
235 New
235 $18,000
Q1 2023

Apr 10, 2023

BUY
$66.27 - $75.04 $3,777 - $4,277
57 New
57 $3,000
Q2 2022

Jul 11, 2022

SELL
$62.75 - $78.76 $27,108 - $34,024
-432 Closed
0 $0
Q1 2022

Apr 11, 2022

BUY
$72.29 - $82.89 $31,229 - $35,808
432 New
432 $34,000
Q1 2020

Apr 07, 2020

SELL
$36.81 - $61.96 $2,208 - $3,717
-60 Closed
0 $0
Q4 2018

Jan 11, 2019

BUY
$43.7 - $54.95 $2,622 - $3,297
60 New
60 $3,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


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

Track Sound Income Strategies, LLC Portfolio

Follow Sound Income Strategies, 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 Sound Income Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Income Strategies, LLC with notifications on news.