A detailed history of Vantage Financial Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Vantage Financial Partners, LLC holds 2,437 shares of IWR stock, worth $222,595. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,437
Previous 2,753 11.48%
Holding current value
$222,595
Previous $223,000 4.04%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$79.92 - $88.19 $25,254 - $27,868
-316 Reduced 11.48%
2,437 $214,000
Q2 2024

Aug 07, 2024

SELL
$78.66 - $83.59 $51,129 - $54,333
-650 Reduced 19.1%
2,753 $223,000
Q1 2024

May 02, 2024

SELL
$75.37 - $84.09 $9,119 - $10,174
-121 Reduced 3.43%
3,403 $286,000
Q4 2023

Feb 05, 2024

BUY
$64.84 - $78.27 $228,496 - $275,823
3,524 New
3,524 $273,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


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

Track Vantage Financial Partners, LLC Portfolio

Follow Vantage Financial Partners, 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 Vantage Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vantage Financial Partners, LLC with notifications on news.