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

Ironwood Wealth Management, Llc.

$323 Million
Q4 2024

A detailed history of Ironwood Wealth Management, Llc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Ironwood Wealth Management, Llc. holds 5,441 shares of IWR stock, worth $486,479. This represents 0.15% of its overall portfolio holdings.

Number of Shares

5,441

Previous 5,455 0.26%

Holding current value

$486,479

Previous $480,000 -0.0%

% of portfolio

0.15%

Previous 0.15%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$87.25 - $95.52 $1,221 - $1,337	-14 Reduced 0.26%	5,441 $480,000
Q2 2024 Aug 08, 2024	SELL	$78.66 - $83.59 $12,742 - $13,541	-162 Reduced 2.88%	5,455 $442,000
Q1 2024 Apr 17, 2024	BUY	$75.37 - $84.09 $9,571 - $10,679	127 Added 2.31%	5,617 $472,000
Q4 2023 Jan 29, 2024	SELL	$64.84 - $78.27 $64 - $78	-1 Reduced 0.02%	5,490 $426,000
Q3 2023 Oct 26, 2023	SELL	$68.54 - $75.91 $3,975 - $4,402	-58 Reduced 1.05%	5,491 $380,000
Q1 2023 Apr 27, 2023	SELL	$66.27 - $75.04 $15,374 - $17,409	-232 Reduced 4.01%	5,549 $387,000
Q2 2022 Jul 22, 2022	SELL	$62.75 - $78.76 $13,114 - $16,460	-209 Reduced 3.49%	5,781 $374,000
Q1 2022 May 12, 2022	SELL	$72.29 - $82.89 $76,049 - $87,200	-1,052 Reduced 14.94%	5,990 $467,000
Q2 2021 Jul 28, 2021	SELL	$74.82 - $79.61 $91,055 - $96,885	-1,217 Reduced 14.74%	7,042 $559,000
Q1 2021 Apr 08, 2021	SELL	$67.45 - $75.68 $75,071 - $84,231	-1,113 Reduced 11.88%	8,259 $611,000
Q4 2020 Feb 10, 2021	SELL	$57.75 - $68.61 $37,884 - $45,008	-656 Reduced 6.54%	9,372 $642,000
Q2 2020 Jul 28, 2020	SELL	$40.64 - $57.63 $41,249 - $58,494	-1,015 Reduced 9.19%	10,028 $538,000
Q1 2020 May 15, 2020	SELL	$36.81 - $61.96 $11,006 - $18,526	-299 Reduced 2.64%	11,043 $477,000
Q4 2019 Feb 20, 2020	SELL	$54.12 - $59.69 $11,094 - $12,236	-205 Reduced 1.78%	11,342 $676,000
Q3 2019 Oct 04, 2019	BUY	$53.6 - $57.42 $40,736 - $43,639	760 Added 7.05%	11,547 $646,000
Q2 2019 Aug 14, 2019	SELL	$52.53 - $56.11 $57,625 - $61,552	-1,097 Reduced 9.23%	10,787 $603,000
Q1 2019 May 10, 2019	SELL	$45.53 - $54.18 $23,174 - $27,577	-509 Reduced 4.11%	11,884 $641,000
Q4 2018 Feb 13, 2019	BUY	$43.7 - $54.95 $406,847 - $511,584	9,310 Added 301.98%	12,393 $576,000
Q2 2018 Aug 13, 2018	SELL	$50.43 - $54.42 $21,180 - $22,856	-420 Reduced 11.99%	3,083 $654,000
Q3 2017 Feb 07, 2018	BUY	$48.84 - $49.29 $171,086 - $172,662	3,503	3,503 $691,000

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

Ticker IWR
Sector ETFs
Industry ETFs

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