Stephenson & Company, Inc. Ishares Russell Mid Cap ETF Transaction History

Stephenson & Company, Inc.

  • $148 Billion
  • Q3 2024

A detailed history of Stephenson & Company, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Stephenson & Company, Inc. holds 2,850 shares of IWR stock, worth $254,333. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,850
Previous 2,834 0.56%
Holding current value
$254,333
Previous $230 Million 9.32%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Oct 25, 2024
BUY
$79.92 - $88.19 $1,278 - $1,411
16 Added 0.56%
2,850 $251 Million
Q2 2024

Aug 06, 2024
BUY
$78.66 - $83.59 $3,067 - $3,260
39 Added 1.4%
2,834 $230 Million
Q1 2024

Apr 30, 2024
BUY
$75.37 - $84.09 $7,160 - $7,988
95 Added 3.52%
2,795 $235 Million
Q4 2023

Jan 31, 2024
BUY
$64.84 - $78.27 $175,068 - $211,329
2,700 New
2,700 $210 Million

Others Institutions Holding IWR

# of Institutions
1,410
Shares Held
341M
Call Options Held
130K
Put Options Held
26.6K
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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