A detailed history of Ropes Wealth Advisors LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 36,009 shares of IWR stock, worth $3.2 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
36,009
Previous 38,290 5.96%
Holding current value
$3.2 Million
Previous $2.8 Million 10.84%
% of portfolio
0.49%
Previous 0.47%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023

SELL
$68.54 - $75.91 $156,339 - $173,150
-2,281 Reduced 5.96%
36,009 $2.49 Million
Q2 2023

Aug 07, 2023

SELL
$67.49 - $73.03 $101,234 - $109,545
-1,500 Reduced 3.77%
38,290 $2.8 Million
Q1 2023

May 08, 2023

SELL
$66.27 - $75.04 $62,360 - $70,612
-941 Reduced 2.31%
39,790 $2.78 Million
Q3 2022

Nov 01, 2022

SELL
$62.15 - $74.82 $255,498 - $307,585
-4,111 Reduced 9.17%
40,731 $2.53 Million
Q1 2022

May 04, 2022

SELL
$72.29 - $82.89 $29,638 - $33,984
-410 Reduced 0.91%
44,842 $3.5 Million
Q4 2021

Feb 10, 2022

SELL
$78.41 - $85.28 $8,546 - $9,295
-109 Reduced 0.24%
45,252 $3.76 Million
Q3 2021

Nov 05, 2021

SELL
$76.44 - $82.59 $126,126 - $136,273
-1,650 Reduced 3.51%
45,361 $3.55 Million
Q2 2021

Aug 04, 2021

BUY
$74.82 - $79.61 $18,555 - $19,743
248 Added 0.53%
47,011 $3.73 Million
Q1 2021

May 12, 2021

SELL
$67.45 - $75.68 $37,299 - $41,851
-553 Reduced 1.17%
46,763 $3.6 Million
Q4 2020

Feb 05, 2021

SELL
$57.75 - $68.61 $5,197 - $6,174
-90 Reduced 0.19%
47,316 $3.24 Million
Q2 2020

Jul 20, 2020

SELL
$40.64 - $57.63 $235,224 - $333,562
-5,788 Reduced 10.88%
47,406 $2.54 Million
Q1 2020

Apr 24, 2020

SELL
$36.81 - $61.96 $189,902 - $319,651
-5,159 Reduced 8.84%
53,194 $2.3 Million
Q4 2019

Feb 05, 2020

SELL
$54.12 - $59.69 $131,511 - $145,046
-2,430 Reduced 4.0%
58,353 $3.48 Million
Q3 2019

Nov 05, 2019

SELL
$53.6 - $57.42 $74,879 - $80,215
-1,397 Reduced 2.25%
60,783 $3.4 Million
Q2 2019

Jul 31, 2019

SELL
$52.53 - $56.11 $53,948 - $57,624
-1,027 Reduced 1.62%
62,180 $3.47 Million
Q1 2019

Apr 15, 2019

BUY
$45.53 - $54.18 $39,201 - $46,648
861 Added 1.38%
63,207 $3.41 Million
Q4 2018

Feb 08, 2019

BUY
$43.7 - $54.95 $2.02 Million - $2.54 Million
46,186 Added 285.8%
62,346 $2.9 Million
Q3 2018

Oct 30, 2018

SELL
$52.87 - $56.02 $33,572 - $35,572
-635 Reduced 3.78%
16,160 $3.56 Million
Q2 2018

Aug 13, 2018

SELL
$50.43 - $54.42 $5,849 - $6,312
-116 Reduced 0.69%
16,795 $3.56 Million
Q1 2018

Apr 30, 2018

SELL
$49.67 - $55.0 $36,457 - $40,370
-734 Reduced 4.16%
16,911 $3.49 Million
Q4 2017

Feb 13, 2018

SELL
$49.53 - $52.32 $50,223 - $53,052
-1,014 Reduced 5.43%
17,645 $3.67 Million
Q3 2017

Nov 09, 2017

BUY
$48.84 - $49.29 $911,305 - $919,702
18,659
18,659 $3.68 Million

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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