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 $4.49 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
48,780
Previous 48,780 -0.0%
Holding current value
$4.49 Million
Previous $3.03 Million 8.51%
% of portfolio
0.84%
Previous 0.78%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,459
Shares Held
342M
Call Options Held
126K
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
Track This Portfolio

Track York Bridge Wealth Partners, LLC Portfolio

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

News

Stay updated on York Bridge Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email