Lowe Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Lowe Wealth Advisors, LLC

  • $232 Million
  • Q4 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 1,634 shares of IWR stock, worth $138,677. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,634
Previous 600 172.33%
Holding current value
$138,677
Previous $52,000 176.92%
% of portfolio
0.06%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$87.25 - $95.52 $90,216 - $98,767
1,034 Added 172.33%
1,634 $144,000
Q1 2024

Apr 08, 2024
SELL
$75.37 - $84.09 $22,611 - $25,227
-300 Reduced 33.33%
600 $50,000
Q4 2022

Jan 17, 2023
BUY
$62.09 - $71.89 $55,881 - $64,701
900 New
900 $0

Others Institutions Holding IWR

# of Institutions
1,536
Shares Held
366M
Call Options Held
180K
Put Options Held
19.1K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Lowe Wealth Advisors, LLC Portfolio

Follow Lowe Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Lowe Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email