Mbl Wealth, LLC Ishares Russell Mid Cap ETF Transaction History

Mbl Wealth, LLC

  • $833 Million
  • Q2 2024

A detailed history of Mbl Wealth, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Mbl Wealth, LLC holds 18,959 shares of IWR stock, worth $1.73 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
18,959
Previous 19,479 2.67%
Holding current value
$1.73 Million
Previous $1.64 Million 6.11%
% of portfolio
0.18%
Previous 0.2%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
SELL
$78.66 - $83.59 $40,903 - $43,466
-520 Reduced 2.67%
18,959 $1.54 Million
Q1 2024

Apr 22, 2024
SELL
$75.37 - $84.09 $30,148 - $33,636
-400 Reduced 2.01%
19,479 $1.64 Million
Q4 2023

Jan 18, 2024
BUY
$64.84 - $78.27 $20,424 - $24,655
315 Added 1.61%
19,879 $1.55 Million
Q3 2023

Oct 11, 2023
SELL
$68.54 - $75.91 $39,273 - $43,496
-573 Reduced 2.85%
19,564 $1.35 Million
Q2 2023

Jul 17, 2023
SELL
$67.49 - $73.03 $23,958 - $25,925
-355 Reduced 1.73%
20,137 $1.47 Million
Q1 2023

Apr 11, 2023
SELL
$66.27 - $75.04 $5,898 - $6,678
-89 Reduced 0.43%
20,492 $1.43 Million
Q4 2022

Jan 12, 2023
SELL
$62.09 - $71.89 $20,179 - $23,364
-325 Reduced 1.55%
20,581 $1.39 Million
Q3 2022

Jan 12, 2023
SELL
$62.15 - $74.82 $9,322 - $11,222
-150 Reduced 0.71%
20,906 $1.3 Million
Q2 2022

Jan 12, 2023
BUY
$62.75 - $78.76 $313 - $393
5 Added 0.02%
21,056 $1.36 Million
Q1 2022

May 02, 2022
BUY
$72.29 - $82.89 $1.52 Million - $1.74 Million
21,051 New
21,051 $1.64 Million
Q3 2021

Oct 25, 2021
SELL
$76.44 - $82.59 $765,470 - $827,056
-10,014 Closed
0 $0
Q1 2021

May 27, 2021
BUY
$67.45 - $75.68 $16,929 - $18,995
251 Added 2.57%
10,014 $740,000
Q4 2020

Feb 16, 2021
BUY
$57.75 - $68.61 $563,813 - $669,839
9,763 New
9,763 $669,000

Others Institutions Holding IWR

# of Institutions
1,408
Shares Held
340M
Call Options Held
130K
Put Options Held
26.6K
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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