Capital Directions Investment Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Capital Directions Investment Advisors, LLC

  • $268 Million
  • Q4 2022

A detailed history of Capital Directions Investment Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 1,822 shares of IWR stock, worth $159,807. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,822
Previous 0 Infinity%
Holding current value
$159,807
Previous $113,000 7.96%
% of portfolio
0.05%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 01, 2023
BUY
$62.09 - $71.89 $113,127 - $130,983
1,822 New
1,822 $122,000
Q3 2022

Nov 02, 2022
SELL
$62.15 - $74.82 $113,237 - $136,322
-1,822 Closed
0 $113,000
Q2 2022

Jul 26, 2022
SELL
$62.75 - $78.76 $221,193 - $277,629
-3,525 Reduced 65.92%
1,822 $118,000
Q1 2022

May 16, 2022
SELL
$72.29 - $82.89 $63,109 - $72,362
-873 Reduced 14.04%
5,347 $417,000
Q4 2021

Feb 22, 2022
BUY
$78.41 - $85.28 $403,419 - $438,765
5,145 Added 478.6%
6,220 $516,000
Q2 2021

Aug 13, 2021
BUY
$74.82 - $79.61 $80,431 - $85,580
1,075 New
1,075 $85,000
Q3 2019

Nov 14, 2019
SELL
$53.6 - $57.42 $158,441 - $169,733
-2,956 Closed
0 $0
Q2 2019

Aug 14, 2019
BUY
$52.53 - $56.11 $72,491 - $77,431
1,380 Added 87.56%
2,956 $165,000
Q4 2018

Feb 15, 2019
BUY
$43.7 - $54.95 $51,653 - $64,950
1,182 Added 300.0%
1,576 $73,000
Q2 2017

Aug 15, 2017
BUY
N/A
394
394 $76,000

Others Institutions Holding IWR

# of Institutions
1,534
Shares Held
366M
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 Capital Directions Investment Advisors, LLC Portfolio

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

News

Stay updated on Capital Directions Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email