Aspen Investment Management Inc Ishares Russell Mid Cap ETF Transaction History

Aspen Investment Management Inc

  • $215 Million
  • Q4 2024

A detailed history of Aspen Investment Management Inc transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Aspen Investment Management Inc holds 2,700 shares of IWR stock, worth $248,588. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,700
Previous 2,700 -0.0%
Holding current value
$248,588
Previous $238,000 0.42%
% of portfolio
0.11%
Previous 0.11%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
BUY
$75.37 - $84.09 $203,499 - $227,043
2,700 New
2,700 $227,000
Q2 2023

Jul 28, 2023
BUY
$67.49 - $73.03 $189,039 - $204,557
2,801 New
2,801 $205,000
Q4 2022

Feb 06, 2023
BUY
$62.09 - $71.89 $187,201 - $216,748
3,015 New
3,015 $203,000
Q2 2022

Aug 15, 2022
SELL
$62.75 - $78.76 $196,407 - $246,518
-3,130 Closed
0 $0
Q1 2022

May 11, 2022
SELL
$72.29 - $82.89 $3,614 - $4,144
-50 Reduced 1.57%
3,130 $244,000
Q3 2021

Dec 06, 2021
SELL
$76.44 - $82.59 $3,822 - $4,129
-50 Reduced 1.55%
3,180 $249,000
Q4 2020

Jan 25, 2021
BUY
$57.75 - $68.61 $186,532 - $221,610
3,230 New
3,230 $221,000
Q1 2020

May 15, 2020
SELL
$36.81 - $61.96 $175,362 - $295,177
-4,764 Closed
0 $0
Q4 2019

Feb 14, 2020
SELL
$54.12 - $59.69 $8,334 - $9,192
-154 Reduced 3.13%
4,764 $284,000
Q3 2019

Nov 13, 2019
BUY
$53.6 - $57.42 $33,660 - $36,059
628 Added 14.64%
4,918 $275,000
Q2 2019

Aug 12, 2019
SELL
$52.53 - $56.11 $10,506 - $11,222
-200 Reduced 4.45%
4,290 $240,000
Q1 2019

May 15, 2019
SELL
$45.53 - $54.18 $20,488 - $24,381
-450 Reduced 9.11%
4,490 $242,000
Q4 2018

Feb 15, 2019
BUY
$43.7 - $54.95 $157,320 - $197,820
3,600 Added 268.66%
4,940 $230,000
Q3 2018

Nov 13, 2018
SELL
$52.87 - $56.02 $16,442 - $17,422
-311 Reduced 18.84%
1,340 $295,000
Q1 2018

May 16, 2018
SELL
$49.67 - $55.0 $3,476 - $3,850
-70 Reduced 4.07%
1,651 $341,000
Q3 2017

Nov 15, 2017
BUY
$48.84 - $49.29 $84,053 - $84,828
1,721
1,721 $339,000

Others Institutions Holding IWR

# of Institutions
1,454
Shares Held
342M
Call Options Held
126K
Put Options Held
26.6K
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 Aspen Investment Management Inc Portfolio

Follow Aspen Investment Management Inc 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 Aspen Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Aspen Investment Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email