Waterfront Wealth Inc. Ishares Russell Mid Cap ETF Transaction History

Waterfront Wealth Inc.

  • $459 Million
  • Q3 2025

A detailed history of Waterfront Wealth Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Waterfront Wealth Inc. holds 3,743 shares of IWR stock, worth $354,162. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,743
Previous 3,826 2.17%
Holding current value
$354,162
Previous $351,000 2.85%
% of portfolio
0.08%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$92.26 - $97.51 $7,657 - $8,093
-83 Reduced 2.17%
3,743 $361,000
Q2 2025

Aug 04, 2025
BUY
$74.88 - $91.97 $74 - $91
1 Added 0.03%
3,826 $351,000
Q4 2024

Feb 03, 2025
BUY
$87.25 - $95.52 $87 - $95
1 Added 0.03%
3,825 $338,000
Q3 2024

Oct 31, 2024
BUY
$79.92 - $88.19 $22,857 - $25,222
286 Added 8.08%
3,824 $337,000
Q2 2024

Aug 01, 2024
BUY
$78.66 - $83.59 $78 - $83
1 Added 0.03%
3,538 $286,000
Q4 2023

Jan 31, 2024
BUY
$64.84 - $78.27 $11,995 - $14,479
185 Added 5.52%
3,537 $274,000
Q3 2023

Nov 09, 2023
BUY
$68.54 - $75.91 $68 - $75
1 Added 0.03%
3,352 $232,000
Q2 2023

Jul 28, 2023
BUY
$67.49 - $73.03 $8,638 - $9,347
128 Added 3.97%
3,351 $244,000
Q4 2022

Jan 30, 2023
SELL
$62.09 - $71.89 $62 - $71
-1 Reduced 0.03%
3,223 $217,000
Q1 2022

May 13, 2022
SELL
$72.29 - $82.89 $48,868 - $56,033
-676 Reduced 17.33%
3,224 $249,000
Q4 2021

Feb 14, 2022
BUY
$78.41 - $85.28 $53,005 - $57,649
676 Added 20.97%
3,900 $324,000
Q4 2020

Feb 16, 2021
BUY
$57.75 - $68.61 $186,186 - $221,198
3,224 New
3,224 $221,000

Others Institutions Holding IWR

# of Institutions
1,633
Shares Held
391M
Call Options Held
208K
Put Options Held
28.7K
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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