A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 69,494 shares of IWR stock, worth $6.09 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
69,494
Previous 68,999 0.72%
Holding current value
$6.09 Million
Previous $5.8 Million 2.9%
% of portfolio
0.06%
Previous 0.07%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

BUY
$78.66 - $83.59 $38,936 - $41,377
495 Added 0.72%
69,494 $5.63 Million
Q1 2024

May 13, 2024

SELL
$75.37 - $84.09 $242,239 - $270,265
-3,214 Reduced 4.45%
68,999 $5.8 Million
Q4 2023

Feb 02, 2024

SELL
$64.84 - $78.27 $189,073 - $228,235
-2,916 Reduced 3.88%
72,213 $5.61 Million
Q3 2023

Nov 08, 2023

BUY
$68.54 - $75.91 $1.78 Million - $1.97 Million
25,908 Added 52.64%
75,129 $5.2 Million
Q2 2023

Aug 03, 2023

BUY
$67.49 - $73.03 $993,047 - $1.07 Million
14,714 Added 42.64%
49,221 $3.59 Million
Q1 2023

Aug 22, 2023

SELL
$66.27 - $75.04 $1.05 Million - $1.19 Million
-15,821 Reduced 32.14%
33,400 $2.34 Million
Q1 2023

Jun 14, 2023

BUY
$66.27 - $75.04 $73,360 - $83,069
1,107 Added 3.31%
34,507 $2.41 Million
Q1 2023

May 10, 2023

SELL
$66.27 - $75.04 $186,086 - $210,712
-2,808 Reduced 7.76%
33,400 $2.34 Million
Q4 2022

Aug 30, 2023

SELL
$62.09 - $71.89 $913,592 - $1.06 Million
-14,714 Reduced 29.89%
34,507 $2.33 Million
Q4 2022

Feb 13, 2023

BUY
$62.09 - $71.89 $90,961 - $105,318
1,465 Added 4.22%
36,208 $2.44 Million
Q3 2022

Feb 13, 2023

BUY
$62.15 - $74.82 $35,984 - $43,320
579 Added 1.69%
34,743 $2.21 Million
Q3 2022

Nov 14, 2022

BUY
$62.15 - $74.82 $1.14 Million - $1.37 Million
18,284 Added 115.14%
34,164 $2.13 Million
Q2 2022

Aug 15, 2022

SELL
$62.75 - $78.76 $862,436 - $1.08 Million
-13,744 Reduced 46.39%
15,880 $1.03 Million
Q1 2022

May 16, 2022

BUY
$72.29 - $82.89 $2.14 Million - $2.46 Million
29,624 New
29,624 $2.31 Million

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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