Aprio Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Aprio Wealth Management, LLC

  • $631 Million
  • Q4 2024

A detailed history of Aprio Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 4,035 shares of IWR stock, worth $372,430. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,035
Previous 4,058 0.57%
Holding current value
$372,430
Previous $357,000 0.28%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
SELL
$87.25 - $95.52 $2,006 - $2,196
-23 Reduced 0.57%
4,035 $356,000
Q3 2024

Oct 07, 2024
BUY
$79.92 - $88.19 $1,358 - $1,499
17 Added 0.42%
4,058 $357,000
Q2 2024

Jul 10, 2024
SELL
$78.66 - $83.59 $157 - $167
-2 Reduced 0.05%
4,041 $327,000
Q1 2024

Apr 10, 2024
BUY
$75.37 - $84.09 $304,720 - $339,975
4,043 New
4,043 $339,000
Q1 2023

Apr 14, 2023
BUY
$66.27 - $75.04 $959,191 - $1.09 Million
14,474 New
14,474 $1.01 Million
Q2 2021

Jul 23, 2021
BUY
$74.82 - $79.61 $309,979 - $329,824
4,143 New
4,143 $328,000

Others Institutions Holding IWR

# of Institutions
1,527
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 Aprio Wealth Management, LLC Portfolio

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

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email