Heritage Wealth Advisors Ishares Russell Mid Cap ETF Transaction History

Heritage Wealth Advisors

$1.95 Billion
Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 23,521 shares of IWR stock, worth $2.17 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

23,521

Previous 23,573 0.22%

Holding current value

$2.17 Million

Previous $2.08 Million 0.1%

% of portfolio

0.11%

Previous 0.1%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$87.25 - $95.52 $4,537 - $4,967	-52 Reduced 0.22%	23,521 $2.08 Million
Q2 2024 Dec 12, 2024	BUY	$78.66 - $83.59 $52,938 - $56,256	673 Added 2.94%	23,573 $1.91 Million
Q2 2024 Aug 05, 2024	BUY	$78.66 - $83.59 $52,938 - $56,256	673 Added 2.94%	23,573 $1.91 Million
Q1 2024 Dec 12, 2024	BUY	$75.37 - $84.09 $538,895 - $601,243	7,150 Added 45.4%	22,900 $1.93 Million
Q1 2024 May 08, 2024	BUY	$75.37 - $84.09 $538,895 - $601,243	7,150 Added 45.4%	22,900 $1.93 Million
Q4 2023 Dec 12, 2024	SELL	$64.84 - $78.27 $1,296 - $1,565	-20 Reduced 0.13%	15,750 $1.22 Million
Q4 2023 Feb 09, 2024	SELL	$64.84 - $78.27 $1,296 - $1,565	-20 Reduced 0.13%	15,750 $1.22 Million
Q2 2023 Dec 12, 2024	SELL	$67.49 - $73.03 $526,624 - $569,853	-7,803 Reduced 33.1%	15,770 $1.15 Million
Q1 2023 May 04, 2023	BUY	$66.27 - $75.04 $19,881 - $22,512	300 Added 1.94%	15,770 $1.1 Million
Q4 2022 Dec 12, 2024	BUY	$62.09 - $71.89 $12,418 - $14,378	200 Added 1.31%	15,470 $1.04 Million
Q4 2022 Feb 06, 2023	BUY	$62.09 - $71.89 $12,418 - $14,378	200 Added 1.31%	15,470 $1.04 Million
Q3 2022 Dec 12, 2024	SELL	$62.15 - $74.82 $516,031 - $621,230	-8,303 Reduced 35.22%	15,270 $949,000
Q3 2022 Nov 10, 2022	BUY	$62.15 - $74.82 $994 - $1,197	16 Added 0.1%	15,270 $949,000
Q2 2022 Aug 04, 2022	BUY	$62.75 - $78.76 $13,805 - $17,327	220 Added 1.46%	15,254 $986,000
Q1 2022 May 11, 2022	BUY	$72.29 - $82.89 $3,614 - $4,144	50 Added 0.33%	15,034 $1.17 Million
Q2 2020 Jul 17, 2020	BUY	$40.64 - $57.63 $397,621 - $563,851	9,784 Added 188.15%	14,984 $803,000
Q2 2020 Jul 17, 2020	SELL	$40.64 - $57.63 $804,021 - $1.14 Million	-19,784 Reduced 79.19%	5,200 $803,000
Q3 2019 Oct 30, 2019	BUY	$53.6 - $57.42 $1.26 Million - $1.35 Million	23,424 Added 1501.54%	24,984 $1.4 Million
Q4 2018 Jan 28, 2019	BUY	$43.7 - $54.95 $68,172 - $85,722	1,560 New	1,560 $72,000

Others Institutions Holding IWR

# of Institutions

1,520

Shares Held

366M

Call Options Held

103K

Put Options Held

21.2K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Account

Heritage Wealth Advisors Ishares Russell Mid Cap ETF Transaction History