Holistic Financial Partners Ishares Russell Mid Cap ETF Transaction History

Holistic Financial Partners

$197 Million
Q4 2024

A detailed history of Holistic Financial Partners transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Holistic Financial Partners holds 4,712 shares of IWR stock, worth $434,964. This represents 0.21% of its overall portfolio holdings.

Number of Shares

4,712

Previous 4,600 2.43%

Holding current value

$434,964

Previous $405,000 2.72%

% of portfolio

0.21%

Previous 0.2%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$87.25 - $95.52 $9,772 - $10,698	112 Added 2.43%	4,712 $416,000
Q2 2020 Aug 13, 2020	BUY	$40.64 - $57.63 $186,944 - $265,098	4,600 New	4,600 $247,000
Q1 2020 May 05, 2020	SELL	$36.81 - $61.96 $169,326 - $285,016	-4,600 Closed	0 $0
Q3 2019 Nov 07, 2019	BUY	$53.6 - $57.42 $246,560 - $264,132	4,600 New	4,600 $257,000
Q2 2019 Aug 07, 2019	SELL	$52.53 - $56.11 $241,638 - $258,106	-4,600 Closed	0 $0
Q4 2018 Feb 11, 2019	BUY	$43.7 - $54.95 $150,765 - $189,577	3,450 Added 300.0%	4,600 $214,000
Q3 2018 Nov 05, 2018	BUY	$52.87 - $56.02 $60,800 - $64,423	1,150 New	1,150 $254,000
Q2 2018 Aug 14, 2018	SELL	$50.43 - $54.42 $57,994 - $62,583	-1,150 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	$49.53 - $52.32 $56,959 - $60,168	1,150	1,150 $239,000

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

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Holistic Financial Partners Ishares Russell Mid Cap ETF Transaction History