A detailed history of Caldwell Sutter Capital, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 5,664 shares of IWR stock, worth $515,990. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,664
Previous 5,664 -0.0%
Holding current value
$515,990
Previous $459 Million 8.71%
% of portfolio
0.23%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

SELL
$75.37 - $84.09 $14,772 - $16,481
-196 Reduced 3.34%
5,664 $476 Million
Q4 2023

Jan 19, 2024

BUY
$64.84 - $78.27 $66,655 - $80,461
1,028 Added 21.27%
5,860 $455 Million
Q2 2023

Jul 19, 2023

BUY
$67.49 - $73.03 $312,613 - $338,274
4,632 Added 2316.0%
4,832 $353 Million
Q1 2023

Apr 25, 2023

BUY
$66.27 - $75.04 $13,254 - $15,008
200 New
200 $14 Million

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


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