Blue Zone Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Blue Zone Wealth Advisors, LLC

  • $300 Million
  • Q3 2024

A detailed history of Blue Zone Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 4,189 shares of IWR stock, worth $376,926. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,189
Holding current value
$376,926
% of portfolio
0.12%

Shares

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

Oct 07, 2024
BUY
$79.92 - $88.19 $334,784 - $369,427
4,189 New
4,189 $369,000
Q2 2022

Jul 13, 2022
SELL
$62.75 - $78.76 $277,041 - $347,725
-4,415 Closed
0 $0
Q1 2022

Apr 08, 2022
BUY
$72.29 - $82.89 $133,375 - $152,932
1,845 Added 71.79%
4,415 $345,000
Q4 2021

Jan 24, 2022
SELL
$78.41 - $85.28 $34,892 - $37,949
-445 Reduced 14.76%
2,570 $213,000
Q3 2021

Oct 26, 2021
BUY
$76.44 - $82.59 $230,466 - $249,008
3,015 New
3,015 $236,000
Q1 2020

Apr 29, 2020
SELL
$36.81 - $61.96 $3.19 Million - $5.36 Million
-86,529 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$54.12 - $59.69 $4.68 Million - $5.16 Million
86,529 New
86,529 $5.16 Million

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
Track This Portfolio

Track Blue Zone Wealth Advisors, LLC Portfolio

Follow Blue Zone Wealth 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 Blue Zone Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Zone Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email