Hoxton Planning & Management, LLC Ishares Russell Mid Cap ETF Transaction History

Hoxton Planning & Management, LLC

  • $256 Million
  • Q3 2024

A detailed history of Hoxton Planning & Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 95,891 shares of IWR stock, worth $8.56 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares
95,891
Previous 74,296 29.07%
Holding current value
$8.56 Million
Previous $6.02 Million 40.31%
% of portfolio
3.3%
Previous 2.82%

Shares

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

Oct 08, 2024
BUY
$79.92 - $88.19 $1.73 Million - $1.9 Million
21,595 Added 29.07%
95,891 $8.45 Million
Q2 2024

Jul 18, 2024
BUY
$78.66 - $83.59 $57,028 - $60,602
725 Added 0.99%
74,296 $6.02 Million
Q1 2024

Apr 12, 2024
SELL
$75.37 - $84.09 $44,242 - $49,360
-587 Reduced 0.79%
73,571 $6.19 Million
Q4 2023

Jan 30, 2024
BUY
$64.84 - $78.27 $57,902 - $69,895
893 Added 1.22%
74,158 $5.76 Million
Q3 2023

Oct 26, 2023
BUY
$68.54 - $75.91 $270,801 - $299,920
3,951 Added 5.7%
73,265 $5.07 Million
Q2 2023

Jul 20, 2023
BUY
$67.49 - $73.03 $1.52 Million - $1.64 Million
22,457 Added 47.93%
69,314 $5.06 Billion
Q1 2023

May 15, 2023
SELL
$66.27 - $75.04 $439,237 - $497,365
-6,628 Reduced 12.39%
46,857 $3.28 Billion
Q4 2022

Jan 25, 2023
BUY
$62.09 - $71.89 $3.32 Million - $3.85 Million
53,485 New
53,485 $3.61 Billion

Others Institutions Holding IWR

# of Institutions
1,410
Shares Held
341M
Call Options Held
130K
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
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