Capital Group Private Client Services, Inc. Ishares Russell Mid Cap ETF Transaction History

Capital Group Private Client Services, Inc.

$9.55 Billion
Q1 2025

A detailed history of Capital Group Private Client Services, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Capital Group Private Client Services, Inc. holds 65,337 shares of IWR stock, worth $5.87 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

65,337

Previous 58,062 12.53%

Holding current value

$5.87 Million

Previous $5.13 Million 8.3%

% of portfolio

0.06%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$82.81 - $92.93 $602,442 - $676,065	7,275 Added 12.53%	65,337 $5.56 Million
Q4 2024 Feb 13, 2025	SELL	$87.25 - $95.52 $11,429 - $12,513	-131 Reduced 0.23%	58,062 $5.13 Million
Q3 2024 Nov 13, 2024	SELL	$79.92 - $88.19 $4,795 - $5,291	-60 Reduced 0.1%	58,193 $5.13 Million
Q2 2024 Aug 13, 2024	SELL	$78.66 - $83.59 $9,281 - $9,863	-118 Reduced 0.2%	58,253 $4.72 Million
Q1 2024 May 14, 2024	SELL	$75.37 - $84.09 $25,625 - $28,590	-340 Reduced 0.58%	58,371 $4.91 Million
Q4 2023 Feb 13, 2024	BUY	$64.84 - $78.27 $68,989 - $83,279	1,064 Added 1.85%	58,711 $4.56 Million
Q3 2023 Nov 13, 2023	BUY	$68.54 - $75.91 $66,620 - $73,784	972 Added 1.72%	57,647 $3.99 Million
Q2 2023 Aug 11, 2023	BUY	$67.49 - $73.03 $2.22 Million - $2.4 Million	32,894 Added 138.32%	56,675 $4.14 Million
Q1 2023 May 15, 2023	BUY	$66.27 - $75.04 $299,606 - $339,255	4,521 Added 23.47%	23,781 $1.66 Million
Q4 2022 Feb 14, 2023	BUY	$62.09 - $71.89 $7,823 - $9,058	126 Added 0.66%	19,260 $1.3 Million
Q3 2022 Nov 14, 2022	BUY	$62.15 - $74.82 $375,261 - $451,763	6,038 Added 46.11%	19,134 $1.19 Million
Q2 2022 Aug 15, 2022	BUY	$62.75 - $78.76 $821,774 - $1.03 Million	13,096 New	13,096 $847,000

Others Institutions Holding IWR

# of Institutions

1,539

Shares Held

382M

Call Options Held

151K

Put Options Held

164K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
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Capital Group Private Client Services, Inc. Ishares Russell Mid Cap ETF Transaction History