Cassia Capital Partners, LLC Ishares Russell Mid Cap ETF Transaction History

Cassia Capital Partners, LLC

  • $160 Million
  • Q1 2025

A detailed history of Cassia Capital Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Cassia Capital Partners, LLC holds 7,347 shares of IWR stock, worth $618,250. This represents 0.39% of its overall portfolio holdings.

Number of Shares
7,347
Previous 7,892 6.91%
Holding current value
$618,250
Previous $697,000 10.33%
% of portfolio
0.39%
Previous 0.44%

Shares

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

Apr 22, 2025
SELL
$82.81 - $92.93 $45,131 - $50,646
-545 Reduced 6.91%
7,347 $625,000
Q4 2024

Jan 27, 2025
BUY
$87.25 - $95.52 $290,368 - $317,890
3,328 Added 72.92%
7,892 $697,000
Q4 2021

Feb 14, 2022
BUY
$78.41 - $85.28 $357,863 - $389,217
4,564 New
4,564 $379,000
Q3 2021

Nov 12, 2021
SELL
$76.44 - $82.59 $372,721 - $402,708
-4,876 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$57.75 - $68.61 $281,589 - $334,542
4,876 New
4,876 $334,000

Others Institutions Holding IWR

# of Institutions
1,543
Shares Held
371M
Call Options Held
180K
Put Options Held
19.1K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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