Kolinsky Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Kolinsky Wealth Management, LLC

  • $154 Million
  • Q3 2024

A detailed history of Kolinsky Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Kolinsky Wealth Management, LLC holds 6,063 shares of IWR stock, worth $546,458. This represents 0.35% of its overall portfolio holdings.

Number of Shares
6,063
Previous 4,791 26.55%
Holding current value
$546,458
Previous $388,000 37.63%
% of portfolio
0.35%
Previous 0.28%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$79.92 - $88.19 $101,658 - $112,177
1,272 Added 26.55%
6,063 $534,000
Q2 2024

Aug 14, 2024
BUY
$78.66 - $83.59 $26,115 - $27,751
332 Added 7.45%
4,791 $388,000
Q1 2024

May 15, 2024
BUY
$75.37 - $84.09 $56,301 - $62,815
747 Added 20.12%
4,459 $374,000
Q4 2023

Feb 13, 2024
BUY
$64.84 - $78.27 $7,197 - $8,687
111 Added 3.08%
3,712 $288,000
Q3 2023

Nov 14, 2023
BUY
$68.54 - $75.91 $2,124 - $2,353
31 Added 0.87%
3,601 $249,000
Q2 2023

Aug 14, 2023
BUY
$67.49 - $73.03 $15,927 - $17,235
236 Added 7.08%
3,570 $260,000
Q1 2023

May 15, 2023
BUY
$66.27 - $75.04 $6,361 - $7,203
96 Added 2.96%
3,334 $233,000
Q4 2022

Feb 14, 2023
BUY
$62.09 - $71.89 $201,047 - $232,779
3,238 New
3,238 $218,000
Q2 2022

Aug 15, 2022
BUY
$62.75 - $78.76 $5,271 - $6,615
84 Added 2.74%
3,146 $203,000
Q1 2022

May 12, 2022
BUY
$72.29 - $82.89 $221,351 - $253,809
3,062 New
3,062 $239,000

Others Institutions Holding IWR

# of Institutions
1,410
Shares Held
341M
Call Options Held
130K
Put Options Held
26.6K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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