Capital A Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Capital A Wealth Management, LLC

  • $8.94 Billion
  • Q2 2025

A detailed history of Capital A Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 49 shares of IWR stock, worth $4,658. This represents 0.04% of its overall portfolio holdings.

Number of Shares
49
Previous 16 206.25%
Holding current value
$4,658
Previous $1.36 Million 179.87%
% of portfolio
0.04%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 25, 2025
BUY
$74.88 - $91.97 $2,471 - $3,035
33 Added 206.25%
49 $3.81 Million
Q1 2025

May 02, 2025
SELL
$82.81 - $92.93 $745 - $836
-9 Reduced 36.0%
16 $1.36 Million
Q4 2024

Feb 26, 2025
BUY
$87.25 - $95.52 $2,181 - $2,388
25 New
25 $2.21 Million

Others Institutions Holding IWR

# of Institutions
1,617
Shares Held
377M
Call Options Held
198K
Put Options Held
37.3K
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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