Ulland Investment Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Ulland Investment Advisors, LLC

  • $137 Million
  • Q3 2024

A detailed history of Ulland Investment Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 3,025 shares of IWR stock, worth $269,890. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,025
Previous 3,025 -0.0%
Holding current value
$269,890
Previous $245,000 8.98%
% of portfolio
0.2%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
SELL
$78.66 - $83.59 $2,753 - $2,925
-35 Reduced 1.14%
3,025 $245,000
Q1 2024

Apr 25, 2024
SELL
$75.37 - $84.09 $18,088 - $20,181
-240 Reduced 7.27%
3,060 $257,000
Q4 2022

Jan 31, 2023
SELL
$62.09 - $71.89 $124,180 - $143,780
-2,000 Reduced 37.74%
3,300 $223,000
Q4 2021

Feb 16, 2022
BUY
$78.41 - $85.28 $415,573 - $451,984
5,300 New
5,300 $440,000

Others Institutions Holding IWR

# of Institutions
1,410
Shares Held
341M
Call Options Held
130K
Put Options Held
26.6K
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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