Strategic Wealth Partners, Ltd. Ishares Russell Mid Cap ETF Transaction History

Strategic Wealth Partners, Ltd.

  • $892 Million
  • Q1 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 2,615 shares of IWR stock, worth $211,370. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,615
Holding current value
$211,370
% of portfolio
0.02%

Shares

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

May 20, 2024
BUY
$75.37 - $84.09 $197,092 - $219,895
2,615 New
2,615 $219,000
Q2 2022

Aug 22, 2022
SELL
$62.75 - $78.76 $161,204 - $202,334
-2,569 Closed
0 $0
Q2 2021

Aug 25, 2021
BUY
$74.82 - $79.61 $192,212 - $204,518
2,569 New
2,569 $204,000
Q2 2019

Aug 06, 2019
SELL
$52.53 - $56.11 $2,101 - $2,244
-40 Closed
0 $0
Q4 2018

Jan 24, 2019
BUY
$43.7 - $54.95 $1,311 - $1,648
30 Added 300.0%
40 $1,000
Q1 2018

Jul 13, 2018
BUY
$49.67 - $55.0 $496 - $550
10 New
10 $2,000

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
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. 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 Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email