Endurance Wealth Management, Inc. Ishares Russell Mid Cap ETF Transaction History

Endurance Wealth Management, Inc.

$731 Million
Q2 2023

A detailed history of Endurance Wealth Management, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Endurance Wealth Management, Inc. holds 1,491 shares of IWR stock, worth $141,078. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,491

Previous 1,521 1.97%

Holding current value

$141,078

Previous $106,000 2.83%

% of portfolio

0.01%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	SELL	$67.49 - $73.03 $2,024 - $2,190	-30 Reduced 1.97%	1,491 $109,000
Q4 2022 Feb 01, 2023	BUY	$62.09 - $71.89 $5,029 - $5,823	81 Added 5.63%	1,521 $103,000
Q1 2021 May 05, 2021	BUY	$67.45 - $75.68 $1,011 - $1,135	15 Added 1.05%	1,440 $106,000
Q4 2020 Jan 15, 2021	SELL	$57.75 - $68.61 $17,440 - $20,720	-302 Reduced 17.49%	1,425 $98,000
Q2 2019 Jul 30, 2019	SELL	$52.53 - $56.11 $1,313 - $1,402	-25 Reduced 1.43%	1,727 $96,000

Q4 2018 Jan 14, 2019	BUY	$43.7 - $54.95 $56,504 - $71,050	1,293 Added 281.7%	1,752 $81,000
Q1 2018 Apr 19, 2018	BUY	$49.67 - $55.0 $20,811 - $23,045	419 Added 1047.5%	459 $95,000
Q3 2017 Oct 19, 2017	BUY	$48.84 - $49.29 $1,953 - $1,971	40	40 $8,000

Others Institutions Holding IWR

# of Institutions

1,644

Shares Held

391M

Call Options Held

208K

Put Options Held

28.7K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Endurance Wealth Management, Inc. Ishares Russell Mid Cap ETF Transaction History