Altus Wealth Group LLC Ishares Russell Mid Cap ETF Transaction History

Altus Wealth Group LLC

  • $209 Million
  • Q1 2025

A detailed history of Altus Wealth Group LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Altus Wealth Group LLC holds 8,646 shares of IWR stock, worth $769,148. This represents 0.35% of its overall portfolio holdings.

Number of Shares
8,646
Previous 9,089 4.87%
Holding current value
$769,148
Previous $803,000 8.47%
% of portfolio
0.35%
Previous 0.36%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$82.81 - $92.93 $36,684 - $41,167
-443 Reduced 4.87%
8,646 $735,000
Q4 2024

Feb 10, 2025
BUY
$87.25 - $95.52 $92,921 - $101,728
1,065 Added 13.27%
9,089 $803,000
Q3 2024

Oct 22, 2024
BUY
$79.92 - $88.19 $54,984 - $60,674
688 Added 9.38%
8,024 $707,000
Q2 2024

Aug 05, 2024
SELL
$78.66 - $83.59 $195,942 - $208,222
-2,491 Reduced 25.35%
7,336 $594,000
Q1 2024

May 02, 2024
SELL
$75.37 - $84.09 $216,010 - $241,001
-2,866 Reduced 22.58%
9,827 $826,000
Q4 2023

Jan 29, 2024
BUY
$64.84 - $78.27 $23,666 - $28,568
365 Added 2.96%
12,693 $986,000
Q3 2023

Nov 13, 2023
BUY
$68.54 - $75.91 $5,277 - $5,845
77 Added 0.63%
12,328 $853,000
Q2 2023

Aug 03, 2023
SELL
$67.49 - $73.03 $107,916 - $116,774
-1,599 Reduced 11.55%
12,251 $894,000
Q1 2023

May 01, 2023
BUY
$66.27 - $75.04 $9,874 - $11,180
149 Added 1.09%
13,850 $968,000
Q4 2022

Jan 18, 2023
BUY
$62.09 - $71.89 $850,695 - $984,964
13,701 New
13,701 $0
Q2 2021

Aug 12, 2021
SELL
$74.82 - $79.61 $59,855 - $63,688
-800 Closed
0 $0
Q1 2021

May 14, 2021
SELL
$67.45 - $75.68 $2,765 - $3,102
-41 Reduced 4.88%
800 $62,000
Q4 2020

Feb 12, 2021
BUY
$57.75 - $68.61 $48,567 - $57,701
841 New
841 $58,000

Others Institutions Holding IWR

# of Institutions
1,538
Shares Held
382M
Call Options Held
151K
Put Options Held
164K
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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