A detailed history of Wealth Shield Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 4,035 shares of IWR stock, worth $368,556. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,035
Previous 4,035 -0.0%
Holding current value
$368,556
Previous $327,000 8.56%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Apr 29, 2024

SELL
$75.37 - $84.09 $124,888 - $139,337
-1,657 Reduced 29.11%
4,035 $339,000
Q4 2023

Jan 23, 2024

SELL
$64.84 - $78.27 $138,952 - $167,732
-2,143 Reduced 27.35%
5,692 $442,000
Q3 2023

Oct 25, 2023

BUY
$68.54 - $75.91 $1,028 - $1,138
15 Added 0.19%
7,835 $542,000
Q2 2023

Aug 03, 2023

SELL
$67.49 - $73.03 $203,617 - $220,331
-3,017 Reduced 27.84%
7,820 $571,000
Q1 2023

May 08, 2023

BUY
$66.27 - $75.04 $172,633 - $195,479
2,605 Added 31.64%
10,837 $757,000
Q4 2022

Feb 13, 2023

BUY
$62.09 - $71.89 $98,536 - $114,089
1,587 Added 23.88%
8,232 $555,000
Q2 2022

Aug 11, 2022

SELL
$62.75 - $78.76 $221,507 - $278,022
-3,530 Reduced 34.69%
6,645 $430,000
Q1 2022

May 09, 2022

BUY
$72.29 - $82.89 $735,550 - $843,405
10,175 New
10,175 $794,000
Q4 2018

Feb 14, 2019

SELL
$43.7 - $54.95 $437 - $549
-10 Closed
0 $0
Q4 2017

Apr 18, 2018

BUY
$49.53 - $52.32 $495 - $523
10
10 $2,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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