Angeles Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Angeles Wealth Management, LLC

  • $1.62 Billion
  • Q3 2025

A detailed history of Angeles Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 7,299 shares of IWR stock, worth $690,631. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,299
Previous 7,299 -0.0%
Holding current value
$690,631
Previous $671,000 4.92%
% of portfolio
0.04%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 27, 2023
BUY
$68.54 - $75.91 $192,254 - $212,927
2,805 Added 62.42%
7,299 $505,000
Q2 2023

Aug 10, 2023
BUY
$67.49 - $73.03 $3,374 - $3,651
50 Added 1.13%
4,494 $328,000
Q1 2022

May 16, 2022
BUY
$72.29 - $82.89 $321,256 - $368,363
4,444 New
4,444 $347,000

Others Institutions Holding IWR

# of Institutions
1,647
Shares Held
392M
Call Options Held
208K
Put Options Held
28.7K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Angeles Wealth Management, LLC Portfolio

Follow Angeles Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Angeles Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Angeles Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email