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

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 3,835 shares of IWR stock, worth $362,867. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,835

Previous 3,918 2.12%

Holding current value

$362,867

Previous $271,000 9.96%

% of portfolio

0.12%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$64.84 - $78.27 $5,381 - $6,496	-83 Reduced 2.12%	3,835 $298,000
Q3 2023 Nov 13, 2023	BUY	$68.54 - $75.91 $1,507 - $1,670	22 Added 0.56%	3,918 $271,000
Q2 2023 Jul 28, 2023	BUY	$67.49 - $73.03 $472 - $511	7 Added 0.18%	3,896 $284,000
Q1 2023 Apr 28, 2023	SELL	$66.27 - $75.04 $41,948 - $47,500	-633 Reduced 14.0%	3,889 $271,000
Q4 2022 Feb 14, 2023	SELL	$62.09 - $71.89 $245,441 - $284,181	-3,953 Reduced 46.64%	4,522 $305,000

Q3 2022 Nov 14, 2022	SELL	$62.15 - $74.82 $125,107 - $150,612	-2,013 Reduced 19.19%	8,475 $527,000
Q2 2022 Aug 05, 2022	BUY	$62.75 - $78.76 $658,122 - $826,034	10,488 New	10,488 $678,000
Q1 2020 May 04, 2020	SELL	$36.81 - $61.96 $108,110 - $181,976	-2,937 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$54.12 - $59.69 $158,950 - $175,309	2,937 New	2,937 $175,000

Others Institutions Holding IWR

# of Institutions

1,633

Shares Held

391M

Call Options Held

208K

Put Options Held

28.7K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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