Shepherd Financial Partners LLC Ishares Russell Mid Cap ETF Transaction History

Shepherd Financial Partners LLC

  • $828 Million
  • Q4 2024

A detailed history of Shepherd Financial Partners LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 8,340 shares of IWR stock, worth $745,679. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,340
Previous 7,185 16.08%
Holding current value
$745,679
Previous $633,000 16.43%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Jan 28, 2025
BUY
$87.25 - $95.52 $100,773 - $110,325
1,155 Added 16.08%
8,340 $737,000
Q3 2024

Oct 28, 2024
SELL
$79.92 - $88.19 $28,131 - $31,042
-352 Reduced 4.67%
7,185 $633,000
Q2 2024

Aug 07, 2024
SELL
$78.66 - $83.59 $24,620 - $26,163
-313 Reduced 3.99%
7,537 $611,000
Q1 2024

Apr 22, 2024
SELL
$75.37 - $84.09 $44,016 - $49,108
-584 Reduced 6.92%
7,850 $660,000
Q4 2023

Feb 12, 2024
SELL
$64.84 - $78.27 $1,750 - $2,113
-27 Reduced 0.32%
8,434 $655,000
Q3 2023

Nov 08, 2023
BUY
$68.54 - $75.91 $74,640 - $82,665
1,089 Added 14.77%
8,461 $585,000
Q2 2023

Aug 11, 2023
SELL
$67.49 - $73.03 $44,138 - $47,761
-654 Reduced 8.15%
7,372 $538,000
Q1 2023

May 01, 2023
SELL
$66.27 - $75.04 $82,373 - $93,274
-1,243 Reduced 13.41%
8,026 $561,000
Q4 2022

Feb 14, 2023
SELL
$62.09 - $71.89 $1.5 Million - $1.73 Million
-24,094 Reduced 72.22%
9,269 $625,000
Q3 2022

Nov 09, 2022
SELL
$62.15 - $74.82 $11.8 Million - $14.2 Million
-189,995 Reduced 85.06%
33,363 $2.07 Million
Q2 2022

Aug 15, 2022
BUY
$62.75 - $78.76 $13.7 Million - $17.2 Million
218,358 Added 4367.16%
223,358 $14.4 Million
Q1 2022

May 13, 2022
BUY
$72.29 - $82.89 $361,450 - $414,450
5,000 New
5,000 $390,000

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

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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