Smith, Salley & Associates Ishares Russell Mid Cap ETF Transaction History

Smith, Salley & Associates

  • $1.5 Billion
  • Q4 2024

A detailed history of Smith, Salley & Associates transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Smith, Salley & Associates holds 9,465 shares of IWR stock, worth $873,714. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,465
Previous 9,273 2.07%
Holding current value
$873,714
Previous $817,000 2.33%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jan 15, 2025
BUY
$87.25 - $95.52 $16,752 - $18,339
192 Added 2.07%
9,465 $836,000
Q3 2024

Oct 24, 2024
BUY
$79.92 - $88.19 $741,098 - $817,785
9,273 New
9,273 $817,000
Q4 2023

Jan 24, 2024
BUY
$64.84 - $78.27 $32,938 - $39,761
508 Added 1.95%
26,497 $2.06 Million
Q3 2023

Oct 27, 2023
BUY
$68.54 - $75.91 $55,174 - $61,107
805 Added 3.2%
25,989 $1.8 Million
Q2 2023

Aug 04, 2023
BUY
$67.49 - $73.03 $326,854 - $353,684
4,843 Added 23.81%
25,184 $1.84 Million
Q1 2023

May 03, 2023
SELL
$66.27 - $75.04 $19,483 - $22,061
-294 Reduced 1.42%
20,341 $1.42 Million
Q4 2022

Feb 03, 2023
BUY
$62.09 - $71.89 $599,789 - $694,457
9,660 Added 88.02%
20,635 $1.39 Million
Q3 2022

Nov 01, 2022
SELL
$62.15 - $74.82 $1.08 Million - $1.3 Million
-17,335 Reduced 61.23%
10,975 $682,000
Q2 2022

Aug 01, 2022
BUY
$62.75 - $78.76 $511,036 - $641,421
8,144 Added 40.38%
28,310 $1.83 Million
Q1 2022

May 10, 2022
SELL
$72.29 - $82.89 $153,471 - $175,975
-2,123 Reduced 9.52%
20,166 $1.57 Million
Q1 2021

Apr 30, 2021
BUY
$67.45 - $75.68 $1.5 Million - $1.69 Million
22,289 New
22,289 $1.65 Million
Q4 2018

Feb 05, 2019
SELL
$43.7 - $54.95 $72,542 - $91,217
-1,660 Closed
0 $0
Q1 2018

May 09, 2018
SELL
$49.67 - $55.0 $18,328 - $20,295
-369 Reduced 18.19%
1,660 $343,000
Q4 2017

Feb 12, 2018
BUY
$49.53 - $52.32 $100,496 - $106,157
2,029
2,029 $422,000

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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