Strategic Family Wealth Counselors, L.L.C. Ishares Russell Mid Cap ETF Transaction History

Strategic Family Wealth Counselors, L.L.C.

  • $293 Million
  • Q4 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 16,504 shares of IWR stock, worth $1.48 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
16,504
Previous 16,138 2.27%
Holding current value
$1.48 Million
Previous $1.42 Million 2.53%
% of portfolio
0.5%
Previous 0.51%

Shares

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

Feb 06, 2025
BUY
$87.25 - $95.52 $31,933 - $34,960
366 Added 2.27%
16,504 $1.46 Million
Q3 2024

Oct 31, 2024
BUY
$79.92 - $88.19 $94,625 - $104,416
1,184 Added 7.92%
16,138 $1.42 Million
Q2 2023

Aug 10, 2023
SELL
$67.49 - $73.03 $134 - $146
-2 Reduced 0.01%
14,954 $1.09 Million
Q1 2023

May 15, 2023
BUY
$66.27 - $75.04 $58,516 - $66,260
883 Added 6.27%
14,956 $1.05 Million
Q4 2022

Jan 25, 2023
BUY
$62.09 - $71.89 $406,565 - $470,735
6,548 Added 87.02%
14,073 $0
Q2 2022

Aug 11, 2022
SELL
$62.75 - $78.76 $125 - $157
-2 Reduced 0.03%
7,525 $487,000
Q1 2022

May 04, 2022
SELL
$72.29 - $82.89 $48,000 - $55,038
-664 Reduced 8.11%
7,527 $587,000
Q4 2021

Feb 08, 2022
BUY
$78.41 - $85.28 $156 - $170
2 Added 0.02%
8,191 $680,000
Q1 2020

Apr 16, 2020
BUY
$36.81 - $61.96 $301,437 - $507,390
8,189 New
8,189 $354,000

Others Institutions Holding IWR

# of Institutions
1,534
Shares Held
367M
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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