Wealth Shield Partners, LLC Ishares Russell Mid Cap ETF Transaction History

Wealth Shield Partners, LLC

  • $640 Million
  • Q2 2024

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 $355,120. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,035
Previous 4,035 -0.0%
Holding current value
$355,120
Previous $339,000 3.54%
% of portfolio
0.05%
Previous 0.06%

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

# of Institutions
1,337
Shares Held
341M
Call Options Held
126K
Put Options Held
14.1K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Wealth Shield Partners, LLC Portfolio

Follow Wealth Shield 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 Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email