A detailed history of Gyl Financial Synergies, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Gyl Financial Synergies, LLC holds 7,922 shares of IWR stock, worth $714,009. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,922
Previous 6,098 29.91%
Holding current value
$714,009
Previous $494,000 41.3%
% of portfolio
0.05%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$79.92 - $88.19 $145,774 - $160,858
1,824 Added 29.91%
7,922 $698,000
Q1 2024

May 14, 2024

BUY
$75.37 - $84.09 $4,296 - $4,793
57 Added 0.94%
6,098 $512,000
Q4 2023

Feb 09, 2024

BUY
$64.84 - $78.27 $32,225 - $38,900
497 Added 8.96%
6,041 $469,000
Q3 2023

Nov 06, 2023

SELL
$68.54 - $75.91 $17,135 - $18,977
-250 Reduced 4.31%
5,544 $383,000
Q2 2023

Aug 14, 2023

BUY
$67.49 - $73.03 $35,364 - $38,267
524 Added 9.94%
5,794 $423,000
Q2 2022

Aug 01, 2022

BUY
$62.75 - $78.76 $16,440 - $20,635
262 Added 5.23%
5,270 $341,000
Q2 2019

Aug 09, 2019

SELL
$52.53 - $56.11 $17,860 - $19,077
-340 Reduced 6.36%
5,008 $280,000
Q1 2019

May 21, 2019

SELL
$45.53 - $54.18 $2.67 Million - $3.17 Million
-58,562 Reduced 91.63%
5,348 $289,000
Q1 2019

May 14, 2019

BUY
$45.53 - $54.18 $2.69 Million - $3.2 Million
59,102 Added 1229.24%
63,910 $3.45 Million
Q4 2018

Feb 14, 2019

BUY
$43.7 - $54.95 $210,109 - $264,199
4,808 New
4,808 $223,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Gyl Financial Synergies, LLC Portfolio

Follow Gyl Financial Synergies, LLC 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 Gyl Financial Synergies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gyl Financial Synergies, LLC with notifications on news.