A detailed history of Bill Few Associates, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Bill Few Associates, Inc. holds 14,278 shares of IWR stock, worth $1.28 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
14,278
Previous 13,566 5.25%
Holding current value
$1.28 Million
Previous $1.1 Million 14.47%
% of portfolio
0.45%
Previous 0.43%

Shares

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

Oct 15, 2024

BUY
$79.92 - $88.19 $56,903 - $62,791
712 Added 5.25%
14,278 $1.26 Million
Q1 2024

Apr 18, 2024

SELL
$75.37 - $84.09 $12,963 - $14,463
-172 Reduced 1.25%
13,566 $1.14 Million
Q4 2023

Jan 16, 2024

BUY
$64.84 - $78.27 $308,119 - $371,939
4,752 Added 52.88%
13,738 $1.07 Million
Q4 2021

Mar 04, 2022

BUY
$78.41 - $85.28 $704,592 - $766,326
8,986 New
8,986 $746,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Bill Few Associates, Inc. Portfolio

Follow Bill Few Associates, Inc. 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 Bill Few Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bill Few Associates, Inc. with notifications on news.