Laurel Wealth Advisors, Inc. Ishares Russell Mid Cap ETF Transaction History

Laurel Wealth Advisors, Inc.

$1.01 Billion
Q4 2022

A detailed history of Laurel Wealth Advisors, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 26,877 shares of IWR stock, worth $2.47 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

26,877

Previous 25,970 3.49%

Holding current value

$2.47 Million

Previous $1.61 Million 12.33%

% of portfolio

0.18%

Previous 0.17%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$62.09 - $71.89 $56,315 - $65,204	907 Added 3.49%	26,877 $1.81 Million
Q3 2022 Nov 14, 2022	SELL	$62.15 - $74.82 $12,802 - $15,412	-206 Reduced 0.79%	25,970 $1.61 Million
Q2 2022 Aug 12, 2022	SELL	$62.75 - $78.76 $2,635 - $3,307	-42 Reduced 0.16%	26,176 $1.69 Million
Q1 2022 May 13, 2022	SELL	$72.29 - $82.89 $360,727 - $413,621	-4,990 Reduced 15.99%	26,218 $2.05 Million
Q4 2021 Feb 14, 2022	SELL	$78.41 - $85.28 $130,709 - $142,161	-1,667 Reduced 5.07%	31,208 $2.59 Million
Q3 2021 Nov 12, 2021	SELL	$76.44 - $82.59 $255,844 - $276,428	-3,347 Reduced 9.24%	32,875 $2.57 Million
Q2 2021 Aug 16, 2021	BUY	$74.82 - $79.61 $430,663 - $458,235	5,756 Added 18.89%	36,222 $2.87 Million
Q1 2021 May 14, 2021	BUY	$67.45 - $75.68 $190,950 - $214,250	2,831 Added 10.24%	30,466 $2.25 Million
Q4 2020 Mar 03, 2021	SELL	$57.75 - $68.61 $82,005 - $97,426	-1,420 Reduced 4.89%	27,635 $1.89 Million
Q3 2020 Nov 13, 2020	SELL	$53.47 - $60.19 $49,994 - $56,277	-935 Reduced 3.12%	29,055 $1.67 Million
Q2 2020 Aug 14, 2020	BUY	$40.64 - $57.63 $3,982 - $5,647	98 Added 0.33%	29,990 $1.61 Million
Q1 2020 May 15, 2020	BUY	$36.81 - $61.96 $33,533 - $56,445	911 Added 3.14%	29,892 $1.29 Million
Q4 2019 Feb 13, 2020	BUY	$54.12 - $59.69 $73,170 - $80,700	1,352 Added 4.89%	28,981 $1.73 Million
Q3 2019 Nov 13, 2019	BUY	$53.6 - $57.42 $189,047 - $202,520	3,527 Added 14.63%	27,629 $1.55 Million
Q2 2019 Aug 13, 2019	BUY	$52.53 - $56.11 $851,091 - $909,094	16,202 Added 205.09%	24,102 $1.35 Million
Q1 2019 May 16, 2019	BUY	$45.53 - $54.18 $154,802 - $184,212	3,400 Added 75.56%	7,900 $426,000
Q4 2018 Feb 13, 2019	BUY	$43.7 - $54.95 $110,342 - $138,748	2,525 Added 127.85%	4,500 $209,000
Q3 2018 Nov 15, 2018	BUY	$52.87 - $56.02 $44,939 - $47,617	850 Added 75.56%	1,975 $435,000
Q4 2017 Feb 15, 2018	BUY	$49.53 - $52.32 $55,721 - $58,860	1,125	1,125 $234,000

Others Institutions Holding IWR

# of Institutions

1,454

Shares Held

342M

Call Options Held

126K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Laurel Wealth Advisors, Inc. Ishares Russell Mid Cap ETF Transaction History