Alley Investment Management Company, LLC Ishares Russell Mid Cap ETF Transaction History

Alley Investment Management Company, LLC

  • $727 Million
  • Q1 2024

A detailed history of Alley Investment Management Company, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Alley Investment Management Company, LLC holds 17,382 shares of IWR stock, worth $1.4 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
17,382
Previous 17,422 0.23%
Holding current value
$1.4 Million
Previous $1.35 Million 7.9%
% of portfolio
0.2%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$75.37 - $84.09 $3,014 - $3,363
-40 Reduced 0.23%
17,382 $1.46 Million
Q1 2023

May 12, 2023
BUY
$66.27 - $75.04 $107,688 - $121,940
1,625 Added 10.29%
17,422 $1.22 Million
Q4 2022

Feb 07, 2023
SELL
$65.92 - $71.89 $123,204 - $134,362
-1,869 Reduced 10.58%
15,797 $1.07 Million
Q3 2022

Oct 27, 2022
SELL
$63.62 - $74.82 $5,089 - $5,985
-80 Reduced 0.45%
17,666 $1.1 Million
Q1 2022

May 10, 2022
BUY
$72.29 - $82.89 $1.28 Million - $1.47 Million
17,746 New
17,746 $1.39 Million

Others Institutions Holding IWR

# of Institutions
1,340
Shares Held
322M
Call Options Held
186K
Put Options Held
11.8K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Alley Investment Management Company, LLC Portfolio

Follow Alley Investment Management Company, 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 Alley Investment Management Company, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alley Investment Management Company, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email