Goldstone Financial Group, LLC Ishares Russell Mid Cap ETF Transaction History

Goldstone Financial Group, LLC

$638 Billion
Q4 2024

A detailed history of Goldstone Financial Group, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 98,096 shares of IWR stock, worth $9.03 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

98,096

Previous 81,515 20.34%

Holding current value

$9.03 Million

Previous $7.18 Billion 20.7%

% of portfolio

1.36%

Previous 1.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$87.25 - $95.52 $1.45 Million - $1.58 Million	16,581 Added 20.34%	98,096 $8.67 Billion
Q3 2024 Oct 28, 2024	BUY	$79.92 - $88.19 $6.51 Million - $7.19 Million	81,515 New	81,515 $7.18 Billion
Q2 2024 Jan 15, 2025	SELL	$78.66 - $83.59 $2.26 Million - $2.4 Million	-28,701 Reduced 29.26%	69,395 $5.63 Billion
Q1 2024 Jan 15, 2025	BUY	$75.37 - $84.09 $949,662 - $1.06 Million	12,600 Added 27.39%	58,598 $4.93 Billion
Q4 2023 Jan 15, 2025	BUY	$64.84 - $78.27 $834,036 - $1.01 Million	12,863 Added 38.82%	45,998 $3.58 Billion
Q3 2023 Jan 15, 2025	BUY	$68.54 - $75.91 $196,024 - $217,102	2,860 Added 9.45%	33,135 $2.29 Billion
Q2 2023 Jan 15, 2025	BUY	$67.49 - $73.03 $561,246 - $607,317	8,316 Added 37.87%	30,275 $2.21 Billion
Q1 2023 Jan 15, 2025	SELL	$66.27 - $75.04 $5.05 Million - $5.71 Million	-76,137 Reduced 77.61%	21,959 $1.54 Billion

Others Institutions Holding IWR

# of Institutions

1,453

Shares Held

342M

Call Options Held

126K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Goldstone Financial Group, LLC Ishares Russell Mid Cap ETF Transaction History