Goodwin Investment Advisory Ishares Russell Mid Cap ETF Transaction History

Goodwin Investment Advisory

  • $191 Million
  • Q4 2024

A detailed history of Goodwin Investment Advisory transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Goodwin Investment Advisory holds 49,356 shares of IWR stock, worth $4.19 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares
49,356
Previous 232,914 78.81%
Holding current value
$4.19 Million
Previous $20.5 Million 78.75%
% of portfolio
2.28%
Previous 8.89%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$87.25 - $95.52 $16 Million - $17.5 Million
-183,558 Reduced 78.81%
49,356 $4.36 Million
Q3 2024

Nov 12, 2024
BUY
$79.92 - $88.19 $641,757 - $708,165
8,030 Added 3.57%
232,914 $20.5 Million
Q2 2024

Aug 01, 2024
BUY
$78.66 - $83.59 $524,819 - $557,712
6,672 Added 3.06%
224,884 $18.2 Million
Q1 2024

May 06, 2024
BUY
$75.37 - $84.09 $1.02 Million - $1.14 Million
13,547 Added 6.62%
218,212 $18.3 Million
Q4 2023

Jan 31, 2024
SELL
$64.84 - $78.27 $1.23 Million - $1.48 Million
-18,901 Reduced 8.45%
204,665 $15.9 Million
Q3 2023

Nov 07, 2023
BUY
$68.54 - $75.91 $313,844 - $347,591
4,579 Added 2.09%
223,566 $15.5 Million
Q2 2023

Aug 10, 2023
BUY
$67.49 - $73.03 $5.83 Million - $6.31 Million
86,453 Added 65.23%
218,987 $16 Million
Q1 2023

May 15, 2023
BUY
$66.27 - $75.04 $305,239 - $345,634
4,606 Added 3.6%
132,534 $9.27 Million
Q4 2022

Feb 14, 2023
BUY
$62.09 - $71.89 $7.93 Million - $9.18 Million
127,675 Added 50464.43%
127,928 $8.63 Million
Q3 2022

Nov 14, 2022
SELL
$62.15 - $74.82 $6,028 - $7,257
-97 Reduced 27.71%
253 $16,000
Q2 2022

Aug 16, 2022
BUY
$62.75 - $78.76 $21,962 - $27,566
350 New
350 $22,000

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

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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