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

Strategic Financial Concepts, LLC

  • $415 Billion
  • Q1 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 13,691 shares of IWR stock, worth $1.11 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
13,691
Previous 9,857 38.9%
Holding current value
$1.11 Million
Previous $766 Million 50.27%
% of portfolio
0.28%
Previous 0.45%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,340
Shares Held
322M
Call Options Held
186K
Put Options Held
11.8K
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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