Aaf Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Aaf Wealth Management, LLC

$194 Million
Q4 2024

A detailed history of Aaf Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Aaf Wealth Management, LLC holds 6,622 shares of IWR stock, worth $613,263. This represents 0.3% of its overall portfolio holdings.

Number of Shares

6,622

Previous 6,834 3.1%

Holding current value

$613,263

Previous $602,000 2.82%

% of portfolio

0.3%

Previous 0.31%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	SELL	$87.25 - $95.52 $18,497 - $20,250	-212 Reduced 3.1%	6,622 $585,000
Q3 2024 Nov 04, 2024	SELL	$79.92 - $88.19 $24,935 - $27,515	-312 Reduced 4.37%	6,834 $602,000
Q2 2024 Jul 31, 2024	SELL	$78.66 - $83.59 $112,169 - $119,199	-1,426 Reduced 16.64%	7,146 $579,000
Q1 2024 May 03, 2024	SELL	$75.37 - $84.09 $6,029 - $6,727	-80 Reduced 0.92%	8,572 $720,000
Q4 2023 Feb 07, 2024	SELL	$64.84 - $78.27 $72,102 - $87,036	-1,112 Reduced 11.39%	8,652 $672,000
Q3 2023 Nov 14, 2023	SELL	$68.54 - $75.91 $26,936 - $29,832	-393 Reduced 3.87%	9,764 $676,000
Q2 2023 Aug 10, 2023	SELL	$67.49 - $73.03 $27,468 - $29,723	-407 Reduced 3.85%	10,157 $741,000
Q1 2023 May 04, 2023	SELL	$66.27 - $75.04 $72,698 - $82,318	-1,097 Reduced 9.41%	10,564 $738,000
Q4 2022 Feb 06, 2023	BUY	$62.09 - $71.89 $318,397 - $368,651	5,128 Added 78.49%	11,661 $786,000
Q3 2022 Oct 28, 2022	SELL	$62.15 - $74.82 $6,090 - $7,332	-98 Reduced 1.48%	6,533 $407,000
Q2 2022 Aug 04, 2022	SELL	$62.75 - $78.76 $6,212 - $7,797	-99 Reduced 1.47%	6,631 $429,000
Q1 2022 Apr 29, 2022	SELL	$72.29 - $82.89 $12,000 - $13,759	-166 Reduced 2.41%	6,730 $525,000
Q4 2021 Feb 10, 2022	SELL	$78.41 - $85.28 $2,979 - $3,240	-38 Reduced 0.55%	6,896 $573,000
Q3 2021 Oct 28, 2021	BUY	$76.44 - $82.59 $229 - $247	3 Added 0.04%	6,934 $542,000
Q2 2021 Aug 09, 2021	SELL	$74.82 - $79.61 $14,290 - $15,205	-191 Reduced 2.68%	6,931 $549,000
Q1 2021 May 04, 2021	SELL	$67.45 - $75.68 $12,613 - $14,152	-187 Reduced 2.56%	7,122 $526,000
Q4 2020 Feb 11, 2021	BUY	$57.75 - $68.61 $422,094 - $501,470	7,309 New	7,309 $501,000

Others Institutions Holding IWR

# of Institutions

1,530

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Aaf Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History