Cassia Capital Partners, LLC Ishares Russell Mid Cap ETF Transaction History

Cassia Capital Partners, LLC

  • $157 Million
  • Q4 2024

A detailed history of Cassia Capital Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Cassia Capital Partners, LLC holds 7,892 shares of IWR stock, worth $705,623. This represents 0.44% of its overall portfolio holdings.

Number of Shares
7,892
Previous 4,564 72.92%
Holding current value
$705,623
Previous $402,000 73.38%
% of portfolio
0.44%
Previous 0.27%

Shares

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

Jan 27, 2025
BUY
$87.25 - $95.52 $290,368 - $317,890
3,328 Added 72.92%
7,892 $697,000
Q4 2021

Feb 14, 2022
BUY
$78.41 - $85.28 $357,863 - $389,217
4,564 New
4,564 $379,000
Q3 2021

Nov 12, 2021
SELL
$76.44 - $82.59 $372,721 - $402,708
-4,876 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$57.75 - $68.61 $281,589 - $334,542
4,876 New
4,876 $334,000

Others Institutions Holding IWR

# of Institutions
1,534
Shares Held
367M
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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