Sandy Cove Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Sandy Cove Advisors, LLC

  • $253 Million
  • Q4 2024

A detailed history of Sandy Cove Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Sandy Cove Advisors, LLC holds 6,712 shares of IWR stock, worth $568,036. This represents 0.23% of its overall portfolio holdings.

Number of Shares
6,712
Previous 7,168 6.36%
Holding current value
$568,036
Previous $631,000 6.02%
% of portfolio
0.23%
Previous 0.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$87.25 - $95.52 $39,786 - $43,557
-456 Reduced 6.36%
6,712 $593,000
Q3 2024

Oct 17, 2024
SELL
$79.92 - $88.19 $278,681 - $307,518
-3,487 Reduced 32.73%
7,168 $631,000
Q1 2024

Apr 17, 2024
BUY
$75.37 - $84.09 $320,322 - $357,382
4,250 Added 66.35%
10,655 $895,000
Q4 2023

Jan 17, 2024
BUY
$64.84 - $78.27 $1,556 - $1,878
24 Added 0.38%
6,405 $497,000
Q2 2023

Aug 14, 2023
BUY
$67.49 - $73.03 $430,653 - $466,004
6,381 New
6,381 $466,000

Others Institutions Holding IWR

# of Institutions
1,540
Shares Held
366M
Call Options Held
180K
Put Options Held
19.1K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Sandy Cove Advisors, LLC Portfolio

Follow Sandy Cove Advisors, LLC 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 Sandy Cove Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sandy Cove Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email