All Square Wealth Management LLC Ishares Russell Mid Cap ETF Transaction History

All Square Wealth Management LLC

  • $172 Million
  • Q4 2024

A detailed history of All Square Wealth Management LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, All Square Wealth Management LLC holds 480 shares of IWR stock, worth $42,960. This represents 0.02% of its overall portfolio holdings.

Number of Shares
480
Previous 480 -0.0%
Holding current value
$42,960
Previous $42,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 11, 2020
BUY
$40.64 - $57.63 $4,551 - $6,454
112 Added 30.43%
480 $26,000
Q2 2019

Aug 13, 2019
SELL
$52.53 - $56.11 $177,551 - $189,651
-3,380 Reduced 90.18%
368 $21,000
Q1 2019

May 07, 2019
SELL
$45.53 - $54.18 $68,295 - $81,270
-1,500 Reduced 28.58%
3,748 $202,000
Q4 2018

Feb 13, 2019
BUY
$43.7 - $54.95 $172,003 - $216,283
3,936 Added 300.0%
5,248 $244,000
Q3 2018

Nov 02, 2018
SELL
$52.87 - $56.02 $2,907 - $3,081
-55 Reduced 4.02%
1,312 $289,000
Q2 2018

Aug 14, 2018
BUY
$50.43 - $54.42 $68,937 - $74,392
1,367 New
1,367 $290,000

Others Institutions Holding IWR

# of Institutions
1,536
Shares Held
366M
Call Options Held
180K
Put Options Held
19.1K
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 All Square Wealth Management LLC Portfolio

Follow All Square Wealth Management 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 All Square Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on All Square Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email