Kmg Fiduciary Partners, LLC Ishares Russell Mid Cap ETF Transaction History

Kmg Fiduciary Partners, LLC

$1.17 Billion
Q4 2024

A detailed history of Kmg Fiduciary Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 3,998 shares of IWR stock, worth $370,334. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,998

Previous 3,995 0.08%

Holding current value

$370,334

Previous $352,000 0.28%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$87.25 - $95.52 $261 - $286	3 Added 0.08%	3,998 $353,000
Q3 2024 Oct 17, 2024	BUY	$79.92 - $88.19 $1,358 - $1,499	17 Added 0.43%	3,995 $352,000
Q2 2024 Jul 17, 2024	BUY	$78.66 - $83.59 $157 - $167	2 Added 0.05%	3,978 $322,000
Q1 2024 Apr 10, 2024	BUY	$75.37 - $84.09 $7,009 - $7,820	93 Added 2.4%	3,976 $334,000
Q4 2023 Jan 10, 2024	BUY	$64.84 - $78.27 $324 - $391	5 Added 0.13%	3,883 $301,000
Q3 2023 Oct 25, 2023	BUY	$68.54 - $75.91 $1,713 - $1,897	25 Added 0.65%	3,878 $268,000
Q2 2023 Jul 14, 2023	SELL	$67.49 - $73.03 $18,762 - $20,302	-278 Reduced 6.73%	3,853 $281,000
Q1 2023 Apr 13, 2023	BUY	$66.27 - $75.04 $1,259 - $1,425	19 Added 0.46%	4,131 $288,000
Q3 2022 Oct 27, 2022	SELL	$62.15 - $74.82 $20,260 - $24,391	-326 Reduced 7.35%	4,112 $256,000
Q2 2022 Jul 13, 2022	SELL	$62.75 - $78.76 $24,033 - $30,165	-383 Reduced 7.94%	4,438 $287,000
Q1 2022 Apr 19, 2022	BUY	$72.29 - $82.89 $361 - $414	5 Added 0.1%	4,821 $376,000
Q4 2021 Jan 12, 2022	BUY	$78.41 - $85.28 $377,622 - $410,708	4,816 New	4,816 $400,000

Others Institutions Holding IWR

# of Institutions

1,437

Shares Held

340M

Call Options Held

130K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Kmg Fiduciary Partners, LLC Ishares Russell Mid Cap ETF Transaction History