A detailed history of Okabena Investment Services Inc transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Okabena Investment Services Inc holds 11,650 shares of IWR stock, worth $1.05 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
11,650
Previous 11,650 -0.0%
Holding current value
$1.05 Million
Previous $944,000 8.69%
% of portfolio
0.29%
Previous 0.3%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

BUY
$64.84 - $78.27 $64,840 - $78,270
1,000 Added 9.39%
11,650 $905,000
Q3 2023

Nov 27, 2023

BUY
$68.54 - $75.91 $723,302 - $801,078
10,553 Added 10879.38%
10,650 $737,000
Q3 2023

Nov 14, 2023

SELL
$68.54 - $75.91 $723,302 - $801,078
-10,553 Reduced 99.09%
97 $6,000
Q4 2022

Feb 08, 2023

SELL
$62.09 - $71.89 $62,090 - $71,890
-1,000 Reduced 8.58%
10,650 $718,000
Q4 2021

Feb 11, 2022

BUY
$78.41 - $85.28 $850,748 - $925,288
10,850 Added 1356.25%
11,650 $967,000
Q2 2020

Aug 10, 2020

BUY
$40.64 - $57.63 $32,512 - $46,104
800 New
800 $43,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Okabena Investment Services Inc Portfolio

Follow Okabena Investment Services Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Okabena Investment Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Okabena Investment Services Inc with notifications on news.