Ifg Advisory, LLC Ishares Russell Mid Cap ETF Transaction History

Ifg Advisory, LLC

$1.75 Billion
Q4 2024

A detailed history of Ifg Advisory, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Ifg Advisory, LLC holds 2,557 shares of IWR stock, worth $228,851. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,557

Holding current value

$228,851

% of portfolio

0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$87.25 - $95.52 $223,098 - $244,244	2,557 New	2,557 $226,000
Q2 2024 Jul 30, 2024	BUY	$78.66 - $83.59 $205,223 - $218,086	2,609 New	2,609 $211,000
Q3 2022 Oct 28, 2022	BUY	$62.15 - $74.82 $1.05 Million - $1.27 Million	16,911 New	16,911 $1.05 Million
Q1 2022 May 04, 2022	SELL	$72.29 - $82.89 $174,291 - $199,847	-2,411 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$78.41 - $85.28 $189,046 - $205,610	2,411 New	2,411 $200,000
Q3 2020 Nov 02, 2020	SELL	$53.47 - $60.19 $226,285 - $254,724	-4,232 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$40.64 - $57.63 $171,988 - $243,890	4,232 New	4,232 $226,000
Q1 2020 May 11, 2020	SELL	$36.81 - $61.96 $180,184 - $303,294	-4,895 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$54.12 - $59.69 $54 - $59	1 Added 0.02%	4,895 $291,000
Q3 2019 Nov 06, 2019	BUY	$53.6 - $57.42 $262,318 - $281,013	4,894 New	4,894 $273,000

Others Institutions Holding IWR

# of Institutions

1,536

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

Jones Financial Companies Lllp

62.2M
Shares

$5.57 Billion
5.25% of portfolio
Bank Of America Corp Charlotte, NC

61.6M
Shares

$5.52 Billion
0.47% of portfolio
Wells Fargo & Company San Francisco, CA

34.2M
Shares

$3.06 Billion
0.7% of portfolio
Us Bancorp \De\

18.9M
Shares

$1.69 Billion
2.21% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

13.4M
Shares

$1.2 Billion
0.8% of portfolio

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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