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

Daymark Wealth Partners, LLC

$2.92 Billion
Q4 2024

A detailed history of Daymark Wealth Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 19,803 shares of IWR stock, worth $1.77 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

19,803

Previous 19,803 -0.0%

Holding current value

$1.77 Million

Previous $1.75 Million -0.0%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$87.25 - $95.52 $65,961 - $72,213	756 Added 3.97%	19,803 $1.75 Million
Q3 2024 Oct 08, 2024	BUY	$79.92 - $88.19 $5,674 - $6,261	71 Added 0.37%	19,047 $1.68 Million
Q2 2024 Aug 14, 2024	BUY	$78.66 - $83.59 $231,811 - $246,339	2,947 Added 18.39%	18,976 $1.54 Million
Q1 2024 Apr 10, 2024	SELL	$75.37 - $84.09 $81,248 - $90,649	-1,078 Reduced 6.3%	16,029 $1.35 Million
Q4 2023 Jan 09, 2024	SELL	$64.84 - $78.27 $85,264 - $102,925	-1,315 Reduced 7.14%	17,107 $1.33 Million
Q3 2023 Oct 10, 2023	BUY	$68.54 - $75.91 $599,587 - $664,060	8,748 Added 90.43%	18,422 $1.28 Million
Q2 2023 Jul 19, 2023	SELL	$67.49 - $73.03 $256,327 - $277,367	-3,798 Reduced 28.19%	9,674 $706,000
Q1 2023 Apr 20, 2023	BUY	$66.27 - $75.04 $892,789 - $1.01 Million	13,472 New	13,472 $941,000

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

More about IWR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Daymark Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

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

Account

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