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

Jgp Wealth Management, LLC

  • $886 Million
  • Q3 2025

A detailed history of Jgp Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 4,063 shares of IWR stock, worth $384,441. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,063
Previous 3,681 10.38%
Holding current value
$384,441
Previous $338,000 15.98%
% of portfolio
0.04%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$92.26 - $97.51 $35,243 - $37,248
382 Added 10.38%
4,063 $392,000
Q2 2025

Jul 28, 2025
BUY
$74.88 - $91.97 $22,239 - $27,315
297 Added 8.78%
3,681 $338,000
Q1 2025

Apr 08, 2025
SELL
$82.81 - $92.93 $828 - $929
-10 Reduced 0.29%
3,384 $286,000
Q4 2024

Jan 14, 2025
BUY
$87.25 - $95.52 $296,126 - $324,194
3,394 New
3,394 $300,000
Q1 2024

Apr 24, 2024
BUY
$75.37 - $84.09 $39,946 - $44,567
530 Added 15.49%
3,951 $332,000
Q4 2023

Jan 10, 2024
BUY
$64.84 - $78.27 $24,379 - $29,429
376 Added 12.35%
3,421 $265,000
Q4 2022

Feb 09, 2023
BUY
$62.09 - $71.89 $189,064 - $218,905
3,045 New
3,045 $205,000
Q2 2022

Jul 19, 2022
SELL
$62.75 - $78.76 $191,073 - $239,824
-3,045 Closed
0 $0
Q1 2022

Apr 20, 2022
SELL
$72.29 - $82.89 $3,036 - $3,481
-42 Reduced 1.36%
3,045 $235,000
Q4 2021

Jan 18, 2022
BUY
$78.41 - $85.28 $3,293 - $3,581
42 Added 1.38%
3,087 $250,000
Q2 2021

Aug 12, 2021
SELL
$74.82 - $79.61 $71,453 - $76,027
-955 Reduced 23.88%
3,045 $241,000
Q2 2020

Jul 13, 2020
BUY
$40.64 - $57.63 $162,560 - $230,520
4,000 New
4,000 $217,000

Others Institutions Holding IWR

# of Institutions
1,637
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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