Institute For Wealth Management, Llc. Ishares Russell Mid Cap ETF Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,484 shares of IWR stock, worth $217,697. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,484
Previous 2,484 -0.0%
Holding current value
$217,697
Previous $201,000 8.46%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Apr 30, 2024
BUY
$75.37 - $84.09 $187,219 - $208,879
2,484 New
2,484 $208,000
Q1 2022

Apr 29, 2022
SELL
$72.29 - $82.89 $179,712 - $206,064
-2,486 Closed
0 $0
Q4 2021

Jan 21, 2022
BUY
$78.41 - $85.28 $194,927 - $212,006
2,486 New
2,486 $206,000
Q1 2020

Apr 29, 2020
SELL
$36.81 - $61.96 $77,448 - $130,363
-2,104 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$54.12 - $59.69 $113,868 - $125,587
2,104 New
2,104 $125,000

Others Institutions Holding IWR

# of Institutions
1,411
Shares Held
340M
Call Options Held
130K
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
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