A detailed history of Trustcore Financial Services, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Trustcore Financial Services, LLC holds 1,666 shares of IWR stock, worth $152,172. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,666
Previous 1,668 0.12%
Holding current value
$152,172
Previous $104,000 7.69%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023

SELL
$62.09 - $71.89 $124 - $143
-2 Reduced 0.12%
1,666 $112,000
Q3 2022

Nov 03, 2022

SELL
$62.15 - $74.82 $994 - $1,197
-16 Reduced 0.95%
1,668 $104,000
Q2 2022

Jul 26, 2022

SELL
$62.75 - $78.76 $3,514 - $4,410
-56 Reduced 3.22%
1,684 $109,000
Q1 2022

May 09, 2022

BUY
$72.29 - $82.89 $55,807 - $63,991
772 Added 79.75%
1,740 $136,000
Q4 2021

Feb 09, 2022

SELL
$78.41 - $85.28 $61,787 - $67,200
-788 Reduced 44.87%
968 $80,000
Q4 2020

Feb 04, 2021

BUY
$57.75 - $68.61 $38,115 - $45,282
660 Added 60.22%
1,756 $120,000
Q3 2020

Nov 02, 2020

BUY
$53.47 - $60.19 $1,497 - $1,685
28 Added 2.62%
1,096 $63,000
Q2 2020

Jul 29, 2020

BUY
$40.64 - $57.63 $11,379 - $16,136
280 Added 35.53%
1,068 $57,000
Q1 2020

May 07, 2020

BUY
$36.81 - $61.96 $3,239 - $5,452
88 Added 12.57%
788 $34,000
Q1 2019

May 07, 2019

BUY
$45.53 - $54.18 $31,871 - $37,926
700 New
700 $38,000
Q4 2018

Feb 05, 2019

SELL
$43.7 - $54.95 $7,647 - $9,616
-175 Closed
0 $0
Q1 2018

May 04, 2018

BUY
$49.67 - $55.0 $8,443 - $9,350
170 Added 3400.0%
175 $36,000
Q4 2017

Feb 09, 2018

BUY
$49.53 - $52.32 $247 - $261
5
5 $1,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


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

Track Trustcore Financial Services, LLC Portfolio

Follow Trustcore Financial Services, 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 Trustcore Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trustcore Financial Services, LLC with notifications on news.