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 $4.51 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares
49,356
Previous 232,914 78.81%
Holding current value
$4.51 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
1,493
Shares Held
361M
Call Options Held
126K
Put Options Held
26.6K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Goodwin Investment Advisory Portfolio

Follow Goodwin Investment Advisory and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Goodwin Investment Advisory, based on Form 13F filings with the SEC.

News

Stay updated on Goodwin Investment Advisory with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email