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

Aprio Wealth Management, LLC

$731 Million
Q1 2025

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 4,047 shares of IWR stock, worth $358,321. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,047

Previous 4,035 0.3%

Holding current value

$358,321

Previous $356,000 3.37%

% of portfolio

0.05%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$82.81 - $92.93 $993 - $1,115	12 Added 0.3%	4,047 $344,000
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

1,538

Shares Held

382M

Call Options Held

151K

Put Options Held

164K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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