A detailed history of Leo Wealth, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Leo Wealth, LLC holds 17,396 shares of IWR stock, worth $1.64 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
17,396
Previous 17,322 0.43%
Holding current value
$1.64 Million
Previous $1.4 Billion 9.17%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Oct 21, 2024

BUY
$79.92 - $88.19 $5,914 - $6,526
74 Added 0.43%
17,396 $1.53 Billion
Q2 2024

Jul 17, 2024

BUY
$78.66 - $83.59 $3,225 - $3,427
41 Added 0.24%
17,322 $1.4 Billion
Q1 2024

May 09, 2024

SELL
$75.37 - $84.09 $11,682 - $13,033
-155 Reduced 0.89%
17,281 $1.45 Billion
Q4 2023

Mar 14, 2024

BUY
$64.84 - $78.27 $1.13 Million - $1.36 Million
17,436 New
17,436 $1.36 Billion

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Leo Wealth, LLC Portfolio

Follow Leo Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.