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

Strategic Family Wealth Counselors, L.L.C.

$281 Million
Q3 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 16,138 shares of IWR stock, worth $1.41 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

16,138

Previous 14,954 7.92%

Holding current value

$1.41 Million

Previous $1.21 Million 17.33%

% of portfolio

0.51%

Previous 0.47%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,411

Shares Held

340M

Call Options Held

130K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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