Glassman Wealth Services Ishares Russell Mid Cap ETF Transaction History

Glassman Wealth Services

$593 Million
Q4 2024

A detailed history of Glassman Wealth Services transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Glassman Wealth Services holds 8,397 shares of IWR stock, worth $773,867. This represents 0.13% of its overall portfolio holdings.

Number of Shares

8,397

Previous 8,397 -0.0%

Holding current value

$773,867

Previous $740,000 0.27%

% of portfolio

0.13%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$78.66 - $83.59 $2,831 - $3,009	-36 Reduced 0.43%	8,397 $680,000
Q1 2024 May 03, 2024	SELL	$75.37 - $84.09 $3,014 - $3,363	-40 Reduced 0.47%	8,433 $709,000
Q2 2023 Aug 08, 2023	SELL	$67.49 - $73.03 $98,265 - $106,331	-1,456 Reduced 14.66%	8,473 $618,000
Q1 2023 May 04, 2023	SELL	$66.27 - $75.04 $2,186 - $2,476	-33 Reduced 0.33%	9,929 $694,000
Q4 2022 Feb 06, 2023	BUY	$62.09 - $71.89 $10,182 - $11,789	164 Added 1.67%	9,962 $671,000
Q1 2022 Apr 14, 2022	BUY	$72.29 - $82.89 $607,236 - $696,276	8,400 Added 600.86%	9,798 $765,000
Q4 2021 Feb 14, 2022	BUY	$78.41 - $85.28 $101,070 - $109,925	1,289 Added 1182.57%	1,398 $116,000
Q1 2020 May 12, 2020	BUY	$36.81 - $61.96 $4,012 - $6,753	109 New	109 $5,000

Others Institutions Holding IWR

# of Institutions

1,483

Shares Held

362M

Call Options Held

126K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

Portfolio Update

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

News

Stay updated on Glassman Wealth Services with notifications on news.

Account

Glassman Wealth Services Ishares Russell Mid Cap ETF Transaction History