True Link Financial Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

True Link Financial Advisors, LLC

$1.19 Billion
Q4 2024

A detailed history of True Link Financial Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 5,731 shares of IWR stock, worth $512,924. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,731

Previous 5,953 3.73%

Holding current value

$512,924

Previous $524,000 3.44%

% of portfolio

0.04%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$87.25 - $95.52 $19,369 - $21,205	-222 Reduced 3.73%	5,731 $506,000
Q2 2024 Jul 12, 2024	SELL	$78.66 - $83.59 $28,710 - $30,510	-365 Reduced 5.78%	5,953 $482,000
Q1 2024 Apr 19, 2024	SELL	$75.37 - $84.09 $19,671 - $21,947	-261 Reduced 3.97%	6,318 $531,000
Q4 2023 Jan 19, 2024	BUY	$64.84 - $78.27 $7,910 - $9,548	122 Added 1.89%	6,579 $511,000
Q3 2023 Oct 30, 2023	SELL	$68.54 - $75.91 $32,213 - $35,677	-470 Reduced 6.79%	6,457 $447,000
Q2 2023 Jul 20, 2023	SELL	$67.49 - $73.03 $13,363 - $14,459	-198 Reduced 2.78%	6,927 $505,000
Q4 2022 Feb 09, 2023	SELL	$62.09 - $71.89 $11,176 - $12,940	-180 Reduced 2.46%	7,125 $480,000
Q3 2022 Nov 09, 2022	SELL	$62.15 - $74.82 $2,921 - $3,516	-47 Reduced 0.64%	7,305 $454,000
Q2 2022 Aug 04, 2022	SELL	$62.75 - $78.76 $1.2 Million - $1.51 Million	-19,200 Reduced 72.31%	7,352 $475,000
Q1 2022 May 16, 2022	BUY	$72.29 - $82.89 $159,327 - $182,689	2,204 Added 9.05%	26,552 $2.07 Million
Q4 2021 Feb 01, 2022	BUY	$78.41 - $85.28 $271,847 - $295,665	3,467 Added 16.6%	24,348 $2.02 Million
Q3 2021 Oct 29, 2021	BUY	$76.44 - $82.59 $1.11 Million - $1.2 Million	14,576 Added 231.18%	20,881 $1.63 Million
Q2 2021 Aug 19, 2021	SELL	$74.82 - $79.61 $150,463 - $160,095	-2,011 Reduced 24.18%	6,305 $500,000
Q4 2020 Feb 16, 2021	BUY	$57.75 - $68.61 $480,249 - $570,560	8,316 New	8,316 $570,000

Others Institutions Holding IWR

# of Institutions

1,536

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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True Link Financial Advisors, LLC Ishares Russell Mid Cap ETF Transaction History