Personal Cfo Solutions, LLC Ishares Russell Mid Cap ETF Transaction History

Personal Cfo Solutions, LLC

$497 Million
Q4 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 3,475 shares of IWR stock, worth $311,012. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,475

Holding current value

$311,012

% of portfolio

0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$87.25 - $95.52 $303,193 - $331,932	3,475 New	3,475 $307,000
Q1 2024 May 13, 2024	SELL	$75.37 - $84.09 $33,765 - $37,672	-448 Reduced 15.27%	2,486 $209,000
Q4 2023 Feb 13, 2024	SELL	$64.84 - $78.27 $60,301 - $72,791	-930 Reduced 24.07%	2,934 $228,000
Q3 2023 Nov 13, 2023	BUY	$68.54 - $75.91 $264,838 - $293,316	3,864 New	3,864 $267,000
Q1 2022 May 02, 2022	SELL	$72.29 - $82.89 $236,894 - $271,630	-3,277 Closed	0 $0
Q1 2021 Apr 21, 2021	SELL	$67.45 - $75.68 $22,933 - $25,731	-340 Reduced 9.4%	3,277 $242,000
Q3 2020 Nov 02, 2020	SELL	$53.47 - $60.19 $25,986 - $29,252	-486 Reduced 11.84%	3,617 $0
Q2 2020 Aug 03, 2020	SELL	$40.64 - $57.63 $43,891 - $62,240	-1,080 Reduced 20.84%	4,103 $220,000
Q1 2020 Apr 30, 2020	SELL	$36.81 - $61.96 $11,079 - $18,649	-301 Reduced 5.49%	5,183 $224,000
Q3 2019 Nov 13, 2019	BUY	$53.6 - $57.42 $293,942 - $314,891	5,484 New	5,484 $307,000

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

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Personal Cfo Solutions, LLC Ishares Russell Mid Cap ETF Transaction History