Okabena Investment Services Inc Ishares Russell Mid Cap ETF Transaction History

Okabena Investment Services Inc

$357 Million
Q4 2024

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 11,980 shares of IWR stock, worth $1.07 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

11,980

Previous 11,650 2.83%

Holding current value

$1.07 Million

Previous $1.03 Million 3.22%

% of portfolio

0.3%

Previous 0.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$87.25 - $95.52 $28,792 - $31,521	330 Added 2.83%	11,980 $1.06 Million
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

# of Institutions

1,536

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Okabena Investment Services Inc Ishares Russell Mid Cap ETF Transaction History