Founders Financial Alliance, LLC Ishares Russell Mid Cap ETF Transaction History

Founders Financial Alliance, LLC

$356 Million
Q4 2024

A detailed history of Founders Financial Alliance, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 5,307 shares of IWR stock, worth $453,960. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,307

Previous 5,920 10.35%

Holding current value

$453,960

Previous $521,000 9.98%

% of portfolio

0.13%

Previous 0.15%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$87.25 - $95.52 $53,484 - $58,553	-613 Reduced 10.35%	5,307 $469,000
Q3 2024 Nov 01, 2024	BUY	$79.92 - $88.19 $27,092 - $29,896	339 Added 6.07%	5,920 $521,000
Q2 2024 Aug 23, 2024	SELL	$78.66 - $83.59 $1,573 - $1,671	-20 Reduced 0.36%	5,581 $452,000
Q1 2024 May 14, 2024	SELL	$75.37 - $84.09 $979 - $1,093	-13 Reduced 0.23%	5,601 $470,000
Q4 2023 Feb 09, 2024	SELL	$64.84 - $78.27 $1,621 - $1,956	-25 Reduced 0.44%	5,614 $436,000
Q3 2023 Nov 13, 2023	SELL	$68.54 - $75.91 $753 - $835	-11 Reduced 0.19%	5,639 $390,000
Q2 2023 Aug 11, 2023	BUY	$67.49 - $73.03 $126,476 - $136,858	1,874 Added 49.63%	5,650 $412,000
Q1 2023 May 15, 2023	SELL	$66.27 - $75.04 $133,401 - $151,055	-2,013 Reduced 34.77%	3,776 $264,000
Q4 2022 Feb 15, 2023	SELL	$62.09 - $71.89 $2,980 - $3,450	-48 Reduced 0.82%	5,789 $390,000
Q3 2022 Nov 14, 2022	SELL	$62.15 - $74.82 $621 - $748	-10 Reduced 0.17%	5,837 $363,000
Q1 2022 May 12, 2022	SELL	$72.29 - $82.89 $433 - $497	-6 Reduced 0.1%	5,847 $456,000
Q4 2021 Feb 14, 2022	SELL	$78.41 - $85.28 $235 - $255	-3 Reduced 0.05%	5,853 $486,000
Q3 2021 Nov 15, 2021	BUY	$76.44 - $82.59 $29,658 - $32,044	388 Added 7.1%	5,856 $458,000
Q2 2021 Aug 02, 2021	SELL	$74.82 - $79.61 $299 - $318	-4 Reduced 0.07%	5,468 $434,000
Q1 2021 May 14, 2021	SELL	$67.45 - $75.68 $24,686 - $27,698	-366 Reduced 6.27%	5,472 $417,000
Q4 2020 Feb 04, 2021	SELL	$57.75 - $68.61 $1,155 - $1,372	-20 Reduced 0.34%	5,838 $398,000
Q3 2020 Nov 13, 2020	BUY	$53.47 - $60.19 $313,227 - $352,593	5,858 New	5,858 $344,000

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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Founders Financial Alliance, LLC Ishares Russell Mid Cap ETF Transaction History