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

Atticus Wealth Management, LLC

  • $285 Million
  • Q3 2024

A detailed history of Atticus Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 184 shares of IWR stock, worth $16,806. This represents 0.01% of its overall portfolio holdings.

Number of Shares
184
Previous 169 8.88%
Holding current value
$16,806
Previous $13,000 23.08%
% of portfolio
0.01%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$79.92 - $88.19 $1,198 - $1,322
15 Added 8.88%
184 $16,000
Q2 2024

Jul 17, 2024
SELL
$78.66 - $83.59 $4,640 - $4,931
-59 Reduced 25.88%
169 $13,000
Q1 2024

Apr 17, 2024
SELL
$75.37 - $84.09 $17,184 - $19,172
-228 Reduced 50.0%
228 $19,000
Q4 2023

Jan 17, 2024
BUY
$64.84 - $78.27 $7,197 - $8,687
111 Added 32.17%
456 $35,000
Q3 2023

Nov 15, 2023
BUY
$68.54 - $75.91 $17,340 - $19,205
253 Added 275.0%
345 $23,000
Q2 2023

Jul 20, 2023
SELL
$67.49 - $73.03 $46,973 - $50,828
-696 Reduced 88.32%
92 $6,000
Q1 2023

Apr 17, 2023
BUY
$66.27 - $75.04 $2,253 - $2,551
34 Added 4.51%
788 $55,000
Q4 2022

Jan 31, 2023
BUY
$62.09 - $71.89 $2,669 - $3,091
43 Added 6.05%
754 $50,000
Q2 2021

Jul 21, 2021
SELL
$74.82 - $79.61 $59,032 - $62,812
-789 Reduced 52.6%
711 $56,000
Q4 2020

Jan 20, 2021
BUY
$57.75 - $68.61 $86,625 - $102,915
1,500 New
1,500 $103,000
Q2 2020

Jul 15, 2020
SELL
$40.64 - $57.63 $17,068 - $24,204
-420 Closed
0 $0
Q4 2019

Feb 03, 2020
BUY
$54.12 - $59.69 $22,730 - $25,069
420 New
420 $25,000

Others Institutions Holding IWR

# of Institutions
1,410
Shares Held
341M
Call Options Held
130K
Put Options Held
26.6K
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 Atticus Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email