Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. Ishares Russell Mid Cap ETF Transaction History

Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

  • $654 Million
  • Q4 2024

A detailed history of Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. holds 3,084 shares of IWR stock, worth $277,189. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,084
Previous 3,084 -0.0%
Holding current value
$277,189
Previous $271,000 0.37%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023
BUY
$62.09 - $71.89 $191,485 - $221,708
3,084 New
3,084 $208,000
Q2 2022

Aug 15, 2022
SELL
$62.75 - $78.76 $193,521 - $242,895
-3,084 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$57.75 - $68.61 $178,101 - $211,593
3,084 New
3,084 $211,000

Others Institutions Holding IWR

# of Institutions
1,533
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
Track This Portfolio

Track Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. Portfolio

Follow Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. 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 Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P., based on Form 13F filings with the SEC.

News

Stay updated on Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email