Catalyst Financial Partners LLC Ishares Russell Mid Cap ETF Transaction History

Catalyst Financial Partners LLC

$532 Billion
Q4 2024

A detailed history of Catalyst Financial Partners LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Catalyst Financial Partners LLC holds 31,972 shares of IWR stock, worth $2.86 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

31,972

Previous 23,664 35.11%

Holding current value

$2.86 Million

Previous $2.09 Billion 35.51%

% of portfolio

0.53%

Previous 0.41%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$87.25 - $95.52 $724,873 - $793,580	8,308 Added 35.11%	31,972 $2.83 Billion
Q3 2024 Oct 25, 2024	BUY	$79.92 - $88.19 $60,179 - $66,407	753 Added 3.29%	23,664 $2.09 Billion
Q2 2024 Jul 25, 2024	BUY	$78.66 - $83.59 $337,294 - $358,433	4,288 Added 23.03%	22,911 $1.86 Billion
Q1 2024 Apr 22, 2024	SELL	$75.37 - $84.09 $238,395 - $265,976	-3,163 Reduced 14.52%	18,623 $1.47 Billion
Q4 2023 Feb 06, 2024	BUY	$64.84 - $78.27 $43,507 - $52,519	671 Added 3.18%	21,786 $1.69 Billion
Q3 2023 Oct 26, 2023	BUY	$68.54 - $75.91 $39,753 - $44,027	580 Added 2.82%	21,115 $1.46 Billion
Q2 2023 Aug 02, 2023	SELL	$67.49 - $73.03 $157,049 - $169,940	-2,327 Reduced 10.18%	20,535 $1.5 Billion
Q1 2023 Apr 11, 2023	BUY	$66.27 - $75.04 $103,049 - $116,687	1,555 Added 7.3%	22,862 $1.6 Billion
Q4 2022 Jan 19, 2023	BUY	$62.09 - $71.89 $1.32 Million - $1.53 Million	21,307 New	21,307 $1.44 Billion

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

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Catalyst Financial Partners LLC Ishares Russell Mid Cap ETF Transaction History