Affinity Capital Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Affinity Capital Advisors, LLC

  • $529 Million
  • Q4 2024

A detailed history of Affinity Capital Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Affinity Capital Advisors, LLC holds 4,615 shares of IWR stock, worth $412,627. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,615
Previous 4,639 0.52%
Holding current value
$412,627
Previous $408,000 0.25%
% of portfolio
0.08%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$87.25 - $95.52 $2,094 - $2,292
-24 Reduced 0.52%
4,615 $407,000
Q3 2024

Oct 07, 2024
SELL
$79.92 - $88.19 $10,309 - $11,376
-129 Reduced 2.71%
4,639 $408,000
Q2 2024

Aug 13, 2024
BUY
$78.66 - $83.59 $4,640 - $4,931
59 Added 1.25%
4,768 $386,000
Q1 2024

Apr 12, 2024
SELL
$75.37 - $84.09 $4,296 - $4,793
-57 Reduced 1.2%
4,709 $395,000
Q4 2023

Jan 11, 2024
BUY
$64.84 - $78.27 $82,995 - $100,185
1,280 Added 36.72%
4,766 $370,000
Q3 2023

Oct 10, 2023
BUY
$68.54 - $75.91 $238,930 - $264,622
3,486 New
3,486 $241,000

Others Institutions Holding IWR

# of Institutions
1,536
Shares Held
367M
Call Options Held
180K
Put Options Held
19.1K
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 Affinity Capital Advisors, LLC Portfolio

Follow Affinity Capital Advisors, 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 Affinity Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Affinity Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email