A detailed history of Orin Green Financial, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Orin Green Financial, LLC holds 70,149 shares of IWR stock, worth $6.32 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares
70,149
Previous 69,674 0.68%
Holding current value
$6.32 Million
Previous $5.65 Million 9.44%
% of portfolio
2.69%
Previous 2.61%

Shares

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

Oct 16, 2024

BUY
$79.92 - $88.19 $37,962 - $41,890
475 Added 0.68%
70,149 $6.18 Million
Q2 2024

Jul 30, 2024

SELL
$78.66 - $83.59 $133,328 - $141,685
-1,695 Reduced 2.37%
69,674 $5.65 Million
Q1 2024

May 08, 2024

SELL
$75.37 - $84.09 $171,692 - $191,557
-2,278 Reduced 3.09%
71,369 $6 Million
Q4 2023

Feb 08, 2024

SELL
$64.84 - $78.27 $24,704 - $29,820
-381 Reduced 0.51%
73,647 $5.72 Million
Q3 2023

Nov 13, 2023

SELL
$68.54 - $75.91 $81,631 - $90,408
-1,191 Reduced 1.58%
74,028 $5.13 Million
Q2 2023

Jul 31, 2023

BUY
$67.49 - $73.03 $19,572 - $21,178
290 Added 0.39%
75,219 $5.49 Million
Q1 2023

May 12, 2023

SELL
$66.27 - $75.04 $57,257 - $64,834
-864 Reduced 1.14%
74,929 $5.24 Million
Q4 2022

Feb 28, 2023

SELL
$62.09 - $71.89 $183,351 - $212,291
-2,953 Reduced 3.75%
75,793 $5.11 Million
Q3 2022

Oct 13, 2022

SELL
$62.15 - $74.82 $45,369 - $54,618
-730 Reduced 0.92%
78,746 $4.89 Million
Q2 2022

Jul 19, 2022

BUY
$62.75 - $78.76 $26,543 - $33,315
423 Added 0.54%
79,476 $5.21 Million
Q1 2022

Apr 27, 2022

BUY
$72.29 - $82.89 $52,410 - $60,095
725 Added 0.93%
79,053 $6.17 Million
Q4 2021

Feb 14, 2022

BUY
$78.41 - $85.28 $25,248 - $27,460
322 Added 0.41%
78,328 $6.11 Million
Q3 2021

Oct 28, 2021

BUY
$76.44 - $82.59 $45,787 - $49,471
599 Added 0.77%
78,006 $6.1 Million
Q2 2021

Aug 16, 2021

SELL
$74.82 - $79.61 $114,175 - $121,484
-1,526 Reduced 1.93%
77,407 $6.13 Million
Q1 2021

May 17, 2021

SELL
$67.45 - $75.68 $488,270 - $547,847
-7,239 Reduced 8.4%
78,933 $5.84 Million
Q4 2020

Feb 11, 2021

BUY
$57.75 - $68.61 $4.98 Million - $5.91 Million
86,172 New
86,172 $5.91 Million

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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