Strategic Financial Concepts, LLC Ishares Russell Mid Cap ETF Transaction History

Strategic Financial Concepts, LLC

$549 Billion
Q4 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 544,732 shares of IWR stock, worth $50.4 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

544,732

Previous 5,453 9889.58%

Holding current value

$50.4 Million

Previous $481 Million 193.3%

% of portfolio

0.26%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$87.25 - $95.52 $46.1 Million - $50.5 Million	-528,786 Reduced 97.07%	15,946 $1.41 Billion
Q4 2024 Jan 27, 2025	BUY	$87.25 - $95.52 $47.1 Million - $51.5 Million	539,279 Added 9889.58%	544,732 $1.41 Billion
Q3 2024 Nov 12, 2024	SELL	$79.92 - $88.19 $37.1 Million - $41 Million	-464,582 Reduced 98.84%	5,453 $481 Million
Q2 2024 Aug 06, 2024	BUY	$78.66 - $83.59 $35.9 Million - $38.1 Million	456,344 Added 3333.17%	470,035 $807 Million
Q1 2024 Apr 22, 2024	BUY	$75.37 - $84.09 $288,968 - $322,401	3,834 Added 38.9%	13,691 $1.15 Billion
Q4 2023 Jan 18, 2024	SELL	$64.84 - $78.27 $25,417 - $30,681	-392 Reduced 3.82%	9,857 $766 Million
Q3 2023 Nov 07, 2023	BUY	$68.54 - $75.91 $9,664 - $10,703	141 Added 1.39%	10,249 $710 Million
Q2 2023 Sep 06, 2023	SELL	$67.49 - $73.03 $30,235 - $32,717	-448 Reduced 4.24%	10,108 $738 Million
Q1 2023 Sep 06, 2023	BUY	$66.27 - $75.04 $699,546 - $792,122	10,556 New	10,556 $738 Million

Others Institutions Holding IWR

# of Institutions

1,531

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Strategic Financial Concepts, LLC Ishares Russell Mid Cap ETF Transaction History