Lyell Wealth Management, LP Ishares Russell Mid Cap ETF Transaction History

Lyell Wealth Management, LP

  • $1.1 Billion
  • Q4 2024

A detailed history of Lyell Wealth Management, LP transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Lyell Wealth Management, LP holds 13,767 shares of IWR stock, worth $1.27 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
13,767
Previous 14,367 4.18%
Holding current value
$1.27 Million
Previous $1.27 Million 3.87%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Jan 31, 2025
SELL
$87.25 - $95.52 $52,350 - $57,312
-600 Reduced 4.18%
13,767 $1.22 Million
Q2 2024

Aug 08, 2024
SELL
$78.66 - $83.59 $31,464 - $33,436
-400 Reduced 2.71%
14,367 $1.16 Million
Q1 2024

May 03, 2024
SELL
$75.37 - $84.09 $73,108 - $81,567
-970 Reduced 6.16%
14,767 $1.24 Million
Q4 2023

Feb 02, 2024
BUY
$64.84 - $78.27 $330,489 - $398,942
5,097 Added 47.9%
15,737 $1.22 Million
Q3 2023

Oct 31, 2023
SELL
$68.54 - $75.91 $51,062 - $56,552
-745 Reduced 6.54%
10,640 $736,000
Q2 2023

Aug 04, 2023
SELL
$67.49 - $73.03 $200,782 - $217,264
-2,975 Reduced 20.72%
11,385 $831,000
Q1 2023

May 03, 2023
BUY
$66.27 - $75.04 $15,904 - $18,009
240 Added 1.7%
14,360 $1 Million
Q4 2022

Jan 24, 2023
SELL
$62.09 - $71.89 $20,489 - $23,723
-330 Reduced 2.28%
14,120 $0
Q3 2022

Oct 24, 2022
SELL
$62.15 - $74.82 $158,482 - $190,790
-2,550 Reduced 15.0%
14,450 $898,000
Q2 2022

Jul 28, 2022
BUY
$62.75 - $78.76 $94,125 - $118,140
1,500 Added 9.68%
17,000 $1.1 Million
Q1 2022

May 04, 2022
BUY
$72.29 - $82.89 $246,870 - $283,069
3,415 Added 28.26%
15,500 $1.21 Million
Q4 2021

Feb 08, 2022
BUY
$78.41 - $85.28 $22,738 - $24,731
290 Added 2.46%
12,085 $1 Million
Q3 2021

Nov 10, 2021
SELL
$76.44 - $82.59 $192,246 - $207,713
-2,515 Reduced 17.58%
11,795 $923,000
Q2 2021

Aug 09, 2021
BUY
$74.82 - $79.61 $109,611 - $116,628
1,465 Added 11.41%
14,310 $1.13 Million
Q1 2021

May 07, 2021
BUY
$67.45 - $75.68 $453,601 - $508,948
6,725 Added 109.89%
12,845 $950,000
Q4 2020

Feb 04, 2021
BUY
$57.75 - $68.61 $353,430 - $419,893
6,120 New
6,120 $420,000
Q1 2020

May 11, 2020
SELL
$36.81 - $61.96 $139,657 - $235,076
-3,794 Closed
0 $0
Q4 2019

Feb 05, 2020
BUY
$54.12 - $59.69 $205,331 - $226,463
3,794 New
3,794 $226,000

Others Institutions Holding IWR

# of Institutions
1,520
Shares Held
366M
Call Options Held
103K
Put Options Held
21.2K
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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