Wellspring Financial Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Wellspring Financial Advisors, LLC

  • $957 Billion
  • Q4 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 2,560 shares of IWR stock, worth $229,120. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,560
Previous 6,591 61.16%
Holding current value
$229,120
Previous $581 Million 61.04%
% of portfolio
0.02%
Previous 0.07%

Shares

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

Feb 13, 2025
SELL
$87.25 - $95.52 $351,704 - $385,041
-4,031 Reduced 61.16%
2,560 $226 Million
Q3 2024

Nov 13, 2024
BUY
$79.92 - $88.19 $526,752 - $581,260
6,591 New
6,591 $581 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

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