Altus Wealth Group LLC Ishares Russell Mid Cap ETF Transaction History

Altus Wealth Group LLC

$197 Million
Q1 2024

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 9,827 shares of IWR stock, worth $793,038. This represents 0.42% of its overall portfolio holdings.

Number of Shares

9,827

Previous 12,693 22.58%

Holding current value

$793,038

Previous $986,000 16.23%

% of portfolio

0.42%

Previous 0.55%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$65.92 - $71.89 $903,169 - $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

1,339

Shares Held

322M

Call Options Held

186K

Put Options Held

11.8K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Altus Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Altus Wealth Group LLC with notifications on news.

Account

Altus Wealth Group LLC Ishares Russell Mid Cap ETF Transaction History