A detailed history of Barrett & Company, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Barrett & Company, Inc. holds 749 shares of IWR stock, worth $68,720. This represents 0.03% of its overall portfolio holdings.

Number of Shares
749
Previous 749 -0.0%
Holding current value
$68,720
Previous $60.7 Million 8.71%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023

BUY
$66.27 - $75.04 $49,636 - $56,204
749 New
749 $52.4 Million
Q4 2022

May 23, 2023

SELL
$62.09 - $71.89 $1,676 - $1,941
-27 Reduced 3.6%
722 $48.7 Million
Q3 2022

Jun 13, 2023

SELL
$62.15 - $74.82 $1,678 - $2,020
-27 Reduced 3.6%
722 $48.7 Million

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Barrett & Company, Inc. Portfolio

Follow Barrett & Company, Inc. 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 Barrett & Company, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Barrett & Company, Inc. with notifications on news.