Truepoint, Inc. Ishares Russell Mid Cap ETF Transaction History

Truepoint, Inc.

$3.65 Billion
Q3 2024

A detailed history of Truepoint, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Truepoint, Inc. holds 4,219 shares of IWR stock, worth $379,625. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,219

Previous 4,219 -0.0%

Holding current value

$379,625

Previous $342,000 8.48%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	BUY	$64.84 - $78.27 $17,247 - $20,819	266 Added 6.73%	4,219 $327,000
Q4 2022 Feb 13, 2023	SELL	$62.09 - $71.89 $71,403 - $82,673	-1,150 Reduced 22.54%	3,953 $266,000
Q1 2021 Apr 30, 2021	SELL	$67.45 - $75.68 $1,079 - $1,210	-16 Reduced 0.31%	5,103 $377,000
Q4 2020 Feb 02, 2021	BUY	$57.75 - $68.61 $295,622 - $351,214	5,119 New	5,119 $351,000
Q1 2020 May 13, 2020	SELL	$36.81 - $61.96 $283,142 - $476,596	-7,692 Closed	0 $0
Q3 2019 Nov 07, 2019	SELL	$53.6 - $57.42 $26,853 - $28,767	-501 Reduced 6.11%	7,692 $430,000
Q2 2019 Aug 08, 2019	BUY	$52.53 - $56.11 $24,636 - $26,315	469 Added 6.07%	8,193 $458,000
Q1 2019 May 15, 2019	SELL	$45.53 - $54.18 $2,185 - $2,600	-48 Reduced 0.62%	7,724 $417,000
Q4 2018 Feb 13, 2019	BUY	$43.7 - $54.95 $289,687 - $364,263	6,629 Added 579.97%	7,772 $361,000
Q3 2018 Nov 14, 2018	SELL	$52.87 - $56.02 $15,861 - $16,806	-300 Reduced 20.79%	1,143 $252,000
Q2 2018 Aug 09, 2018	BUY	$50.43 - $54.42 $56,683 - $61,168	1,124 Added 352.35%	1,443 $306,000
Q1 2018 May 08, 2018	BUY	$49.67 - $55.0 $15,844 - $17,545	319 New	319 $1.54 Million

Others Institutions Holding IWR

# of Institutions

1,410

Shares Held

341M

Call Options Held

130K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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