Alaethes Wealth LLC Ishares Russell Mid Cap ETF Transaction History

Alaethes Wealth LLC

  • $318 Million
  • Q2 2025

A detailed history of Alaethes Wealth LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Alaethes Wealth LLC holds 2,618 shares of IWR stock, worth $254,600. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,618
Previous 3,818 31.43%
Holding current value
$254,600
Previous $324,000 25.93%
% of portfolio
0.08%
Previous 0.13%

Shares

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

Aug 14, 2025
SELL
$74.88 - $91.97 $89,856 - $110,364
-1,200 Reduced 31.43%
2,618 $240,000
Q1 2025

May 19, 2025
BUY
$82.81 - $92.93 $92,333 - $103,616
1,115 Added 41.25%
3,818 $324,000
Q3 2024

Nov 14, 2024
BUY
$79.92 - $88.19 $216,023 - $238,377
2,703 New
2,703 $238,000
Q2 2022

Aug 16, 2022
SELL
$62.75 - $78.76 $150,600 - $189,024
-2,400 Closed
0 $0
Q2 2021

Aug 13, 2021
BUY
$74.82 - $79.61 $179,567 - $191,064
2,400 New
2,400 $190,000

Others Institutions Holding IWR

# of Institutions
1,608
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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