A detailed history of Tanglewood Legacy Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 82,522 shares of IWR stock, worth $7.33 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares
82,522
Previous 80,387 2.66%
Holding current value
$7.33 Million
Previous $6.52 Billion 11.6%
% of portfolio
3.23%
Previous 3.08%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$79.92 - $88.19 $170,629 - $188,285
2,135 Added 2.66%
82,522 $7.27 Billion
Q2 2024

Jul 17, 2024

BUY
$78.66 - $83.59 $501,378 - $532,802
6,374 Added 8.61%
80,387 $6.52 Billion
Q1 2024

Apr 16, 2024

BUY
$75.37 - $84.09 $195,283 - $217,877
2,591 Added 3.63%
74,013 $6.22 Billion
Q4 2023

Jan 22, 2024

SELL
$64.84 - $78.27 $51,029 - $61,598
-787 Reduced 1.09%
71,422 $5.55 Billion
Q3 2023

Oct 18, 2023

SELL
$68.54 - $75.91 $18,505 - $20,495
-270 Reduced 0.37%
72,209 $5 Billion
Q2 2023

Aug 01, 2023

BUY
$67.49 - $73.03 $280,420 - $303,439
4,155 Added 6.08%
72,479 $5.29 Billion
Q1 2023

Apr 17, 2023

SELL
$66.27 - $75.04 $179,856 - $203,658
-2,714 Reduced 3.82%
68,324 $4.78 Billion
Q4 2022

Feb 13, 2023

BUY
$62.09 - $71.89 $4.41 Million - $5.11 Million
71,038 New
71,038 $4.79 Billion

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


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