Fox Financial, Inc Ishares Russell Mid Cap ETF Transaction History

Fox Financial, Inc

$111 Billion
Q4 2024

A detailed history of Fox Financial, Inc transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Fox Financial, Inc holds 153,922 shares of IWR stock, worth $14.2 Million. This represents 12.29% of its overall portfolio holdings.

Number of Shares

153,922

Previous 135,232 13.82%

Holding current value

$14.2 Million

Previous $11.9 Billion 14.16%

% of portfolio

12.29%

Previous 10.39%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$87.25 - $95.52 $1.63 Million - $1.79 Million	18,690 Added 13.82%	153,922 $13.6 Billion
Q3 2024 Oct 30, 2024	BUY	$79.92 - $88.19 $120,918 - $133,431	1,513 Added 1.13%	135,232 $11.9 Billion
Q2 2024 Jul 22, 2024	SELL	$78.66 - $83.59 $19,586 - $20,813	-249 Reduced 0.19%	133,719 $10.8 Billion
Q1 2024 May 03, 2024	SELL	$75.37 - $84.09 $78,158 - $87,201	-1,037 Reduced 0.77%	133,968 $11.3 Billion
Q4 2023 Jan 26, 2024	BUY	$64.84 - $78.27 $8.75 Million - $10.6 Million	135,005 New	135,005 $10.5 Billion

Others Institutions Holding IWR

# of Institutions

1,452

Shares Held

341M

Call Options Held

130K

Put Options Held

26.6K

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About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Fox Financial, Inc Ishares Russell Mid Cap ETF Transaction History