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

Ccg Wealth Management, LLC

  • $225 Million
  • Q4 2025

A detailed history of Ccg Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Ccg Wealth Management, LLC holds 237,452 shares of IWR stock, worth $22.5 Million. This represents 9.98% of its overall portfolio holdings.

Number of Shares
237,452
Previous 227,502 4.37%
Holding current value
$22.5 Million
Previous $22 Million 2.29%
% of portfolio
9.98%
Previous 10.4%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
BUY
$94.02 - $97.61 $935,499 - $971,219
9,950 Added 4.37%
237,452 $22.5 Million
Q3 2025

Nov 03, 2025
BUY
$92.26 - $97.51 $608,177 - $642,785
6,592 Added 2.98%
227,502 $22 Million
Q2 2025

Jul 25, 2025
BUY
$74.88 - $91.97 $968,348 - $1.19 Million
12,932 Added 6.22%
220,910 $20.3 Million
Q1 2025

Apr 22, 2025
BUY
$82.81 - $92.93 $4.4 Million - $4.93 Million
53,086 Added 34.27%
207,978 $17.7 Million
Q4 2024

Jan 24, 2025
SELL
$87.25 - $95.52 $204,688 - $224,089
-2,346 Reduced 1.49%
154,892 $13.7 Million
Q3 2024

Oct 15, 2024
BUY
$79.92 - $88.19 $755,403 - $833,571
9,452 Added 6.4%
157,238 $13.9 Million
Q2 2024

Jul 31, 2024
SELL
$78.66 - $83.59 $336,586 - $357,681
-4,279 Reduced 2.81%
147,786 $12 Million
Q1 2024

Apr 18, 2024
BUY
$75.37 - $84.09 $782,943 - $873,526
10,388 Added 7.33%
152,065 $12.8 Million
Q4 2023

Jan 30, 2024
SELL
$64.84 - $78.27 $851,932 - $1.03 Million
-13,139 Reduced 8.49%
141,677 $11 Million
Q3 2023

Oct 10, 2023
BUY
$68.54 - $75.91 $10.6 Million - $11.8 Million
154,816 New
154,816 $10.7 Million

Others Institutions Holding IWR

# of Institutions
1,660
Shares Held
391M
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
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