Baron Wealth Management LLC Ishares Russell Mid Cap ETF Transaction History

Baron Wealth Management LLC

$212 Billion
Q4 2024

A detailed history of Baron Wealth Management LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Baron Wealth Management LLC holds 9,135 shares of IWR stock, worth $816,760. This represents 0.38% of its overall portfolio holdings.

Number of Shares

9,135

Previous 9,107 0.31%

Holding current value

$816,760

Previous $803 Million 0.6%

% of portfolio

0.38%

Previous 0.39%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$87.25 - $95.52 $2,443 - $2,674	28 Added 0.31%	9,135 $808 Million
Q3 2024 Nov 07, 2024	BUY	$79.92 - $88.19 $479 - $529	6 Added 0.07%	9,107 $803 Million
Q2 2024 Aug 13, 2024	BUY	$78.66 - $83.59 $1,415 - $1,504	18 Added 0.2%	9,101 $738 Million
Q1 2024 May 08, 2024	SELL	$75.37 - $84.09 $5,954 - $6,643	-79 Reduced 0.86%	9,083 $764 Million
Q4 2023 Jan 04, 2024	BUY	$64.84 - $78.27 $3,955 - $4,774	61 Added 0.67%	9,162 $712 Million
Q2 2023 Aug 08, 2023	BUY	$67.49 - $73.03 $1,214 - $1,314	18 Added 0.2%	9,101 $665 Million
Q1 2023 May 10, 2023	BUY	$66.27 - $75.04 $1,060 - $1,200	16 Added 0.18%	9,083 $635,000
Q4 2022 Jun 06, 2023	SELL	$62.09 - $71.89 $993 - $1,150	-16 Reduced 0.18%	9,067 $612 Million
Q4 2022 Apr 04, 2023	BUY	$62.09 - $71.89 $562,970 - $651,826	9,067 New	9,067 $611,000

Others Institutions Holding IWR

# of Institutions

1,536

Shares Held

367M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Baron Wealth Management LLC Ishares Russell Mid Cap ETF Transaction History