Strategic Financial Partners, Ltd. Ishares Russell Mid Cap ETF Transaction History

Strategic Financial Partners, Ltd.

$195 Million
Q4 2024

A detailed history of Strategic Financial Partners, Ltd. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Strategic Financial Partners, Ltd. holds 126,531 shares of IWR stock, worth $11.3 Million. This represents 5.73% of its overall portfolio holdings.

Number of Shares

126,531

Previous 164,344 23.01%

Holding current value

$11.3 Million

Previous $14.5 Million 22.78%

% of portfolio

5.73%

Previous 7.42%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$87.25 - $95.52 $3.3 Million - $3.61 Million	-37,813 Reduced 23.01%	126,531 $11.2 Million
Q3 2024 Oct 28, 2024	BUY	$79.92 - $88.19 $1.07 Million - $1.19 Million	13,444 Added 8.91%	164,344 $14.5 Million
Q2 2024 Jul 24, 2024	SELL	$78.66 - $83.59 $1.09 Million - $1.16 Million	-13,903 Reduced 8.44%	150,900 $12.2 Million
Q1 2024 Jul 10, 2024	SELL	$75.37 - $84.09 $944,838 - $1.05 Million	-12,536 Reduced 7.07%	164,803 $13.9 Million
Q4 2023 Jul 10, 2024	SELL	$64.84 - $78.27 $2.95 Million - $3.56 Million	-45,454 Reduced 20.4%	177,339 $13.8 Million
Q3 2023 Jul 10, 2024	BUY	$68.54 - $75.91 $4.41 Million - $4.88 Million	64,284 Added 40.56%	222,793 $15.4 Million
Q2 2023 Jul 10, 2024	SELL	$67.49 - $73.03 $1.48 Million - $1.6 Million	-21,965 Reduced 12.17%	158,509 $11.6 Million
Q1 2023 Jul 10, 2024	SELL	$66.27 - $75.04 $1.72 Million - $1.94 Million	-25,881 Reduced 12.54%	180,474 $12.6 Million
Q4 2022 Jul 10, 2024	SELL	$62.09 - $71.89 $2.74 Million - $3.18 Million	-44,200 Reduced 17.64%	206,355 $13.9 Million
Q3 2022 Jul 10, 2024	BUY	$62.15 - $74.82 $31,385 - $37,784	505 Added 0.2%	250,555 $15.6 Million
Q2 2022 Jul 10, 2024	SELL	$62.75 - $78.76 $1.82 Million - $2.29 Million	-29,014 Reduced 10.4%	250,050 $16.2 Million
Q1 2022 Jul 10, 2024	SELL	$72.29 - $82.89 $2.19 Million - $2.51 Million	-30,249 Reduced 9.78%	279,064 $21.8 Million
Q4 2021 Jul 09, 2024	BUY	$78.41 - $85.28 $1.81 Million - $1.97 Million	23,076 Added 8.06%	309,313 $25.7 Million
Q3 2021 Jul 09, 2024	BUY	$76.44 - $82.59 $780,223 - $842,996	10,207 Added 3.7%	286,237 $22.4 Million
Q2 2021 Jul 09, 2024	BUY	$74.82 - $79.61 $3.03 Million - $3.22 Million	40,507 Added 17.2%	276,030 $21.9 Million
Q1 2021 Jul 09, 2024	BUY	$67.45 - $75.68 $1.48 Million - $1.66 Million	21,990 Added 10.3%	235,523 $17.4 Million
Q4 2020 Jul 09, 2024	BUY	$57.75 - $68.61 $4.13 Million - $4.91 Million	71,595 Added 50.44%	213,533 $14.6 Million
Q3 2020 Jul 09, 2024	SELL	$53.47 - $60.19 $1.21 Million - $1.36 Million	-22,549 Reduced 13.71%	141,938 $8.14 Million
Q2 2020 Jul 09, 2024	BUY	$40.64 - $57.63 $624,027 - $884,908	15,355 Added 10.3%	164,487 $8.82 Million
Q1 2020 Jul 09, 2024	SELL	$36.81 - $61.96 $486,444 - $818,801	-13,215 Reduced 8.14%	149,132 $6.44 Million
Q4 2019 Jul 08, 2024	BUY	$54.12 - $59.69 $8.79 Million - $9.69 Million	162,347 New	162,347 $9.68 Million

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

Ticker IWR
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Strategic Financial Partners, Ltd. Ishares Russell Mid Cap ETF Transaction History