York Bridge Wealth Partners, LLC Ishares Russell Mid Cap ETF Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 48,780 shares of IWR stock, worth $4.14 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

48,780

Previous 48,780 -0.0%

Holding current value

$4.14 Million

Previous $3.03 Million 8.51%

% of portfolio

0.84%

Previous 0.78%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 22, 2021	SELL	$74.82 - $79.61 $62,848 - $66,872	-840 Reduced 1.69%	48,780 $3.87 Million
Q1 2021 Apr 15, 2021	SELL	$67.45 - $75.68 $6,745 - $7,568	-100 Reduced 0.2%	49,620 $3.67 Million
Q4 2019 Jan 17, 2020	BUY	$54.12 - $59.69 $943,419 - $1.04 Million	17,432 Added 53.99%	49,720 $2.96 Million
Q3 2019 Oct 21, 2019	BUY	$53.6 - $57.42 $547,148 - $586,143	10,208 Added 46.23%	32,288 $1.81 Million
Q1 2019 May 09, 2019	SELL	$45.53 - $54.18 $25,861 - $30,774	-568 Reduced 2.51%	22,080 $1.19 Million
Q4 2018 Feb 14, 2019	BUY	$43.7 - $54.95 $742,288 - $933,380	16,986 Added 300.0%	22,648 $1.05 Million
Q4 2017 Feb 12, 2018	SELL	$49.53 - $52.32 $6,191 - $6,540	-125 Reduced 2.16%	5,662 $1.16 Million
Q3 2017 Oct 27, 2017	BUY	$48.84 - $49.29 $1,221 - $1,232	25 Added 0.43%	5,787 $1.14 Million
Q2 2017 Aug 14, 2017	BUY	N/A	5,762	5,762 $1.11 Million

Others Institutions Holding IWR

# of Institutions

1,536

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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York Bridge Wealth Partners, LLC Ishares Russell Mid Cap ETF Transaction History