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

Alley Investment Management Company, LLC

$789 Million
Q3 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 22,465 shares of IWR stock, worth $2.14 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

22,465

Previous 17,382 29.24%

Holding current value

$2.14 Million

Previous $1.41 Million 40.53%

% of portfolio

0.25%

Previous 0.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$79.92 - $88.19 $406,233 - $448,269	5,083 Added 29.24%	22,465 $1.98 Million
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	$62.09 - $71.89 $116,046 - $134,362	-1,869 Reduced 10.58%	15,797 $1.07 Million
Q3 2022 Oct 27, 2022	SELL	$62.15 - $74.82 $4,972 - $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

1,409

Shares Held

341M

Call Options Held

130K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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