Baron Wealth Management LLC Ishares Russell Mid Cap ETF Transaction History

Baron Wealth Management LLC

  • $228 Billion
  • Q1 2025

A detailed history of Baron Wealth Management LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Baron Wealth Management LLC holds 8,914 shares of IWR stock, worth $792,989. This represents 0.33% of its overall portfolio holdings.

Number of Shares
8,914
Previous 9,135 2.42%
Holding current value
$792,989
Previous $808 Million 6.09%
% of portfolio
0.33%
Previous 0.38%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$82.81 - $92.93 $18,301 - $20,537
-221 Reduced 2.42%
8,914 $758 Million
Q4 2024

Jan 23, 2025
BUY
$87.25 - $95.52 $2,443 - $2,674
28 Added 0.31%
9,135 $808 Million
Q3 2024

Nov 07, 2024
BUY
$79.92 - $88.19 $479 - $529
6 Added 0.07%
9,107 $803 Million
Q2 2024

Aug 13, 2024
BUY
$78.66 - $83.59 $1,415 - $1,504
18 Added 0.2%
9,101 $738 Million
Q1 2024

May 08, 2024
SELL
$75.37 - $84.09 $5,954 - $6,643
-79 Reduced 0.86%
9,083 $764 Million
Q4 2023

Jan 04, 2024
BUY
$64.84 - $78.27 $3,955 - $4,774
61 Added 0.67%
9,162 $712 Million
Q2 2023

Aug 08, 2023
BUY
$67.49 - $73.03 $1,214 - $1,314
18 Added 0.2%
9,101 $665 Million
Q1 2023

May 10, 2023
BUY
$66.27 - $75.04 $1,060 - $1,200
16 Added 0.18%
9,083 $635,000
Q4 2022

Jun 06, 2023
SELL
$62.09 - $71.89 $993 - $1,150
-16 Reduced 0.18%
9,067 $612 Million
Q4 2022

Apr 04, 2023
BUY
$62.09 - $71.89 $562,970 - $651,826
9,067 New
9,067 $611,000

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

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Baron Wealth Management LLC Portfolio

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

News

Stay updated on Baron Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email