Ccg Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Ccg Wealth Management, LLC

  • $179 Million
  • Q3 2024

A detailed history of Ccg Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Ccg Wealth Management, LLC holds 157,238 shares of IWR stock, worth $14.9 Million. This represents 7.76% of its overall portfolio holdings.

Number of Shares
157,238
Previous 147,786 6.4%
Holding current value
$14.9 Million
Previous $12 Million 15.66%
% of portfolio
7.76%
Previous 6.66%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$79.92 - $88.19 $755,403 - $833,571
9,452 Added 6.4%
157,238 $13.9 Million
Q2 2024

Jul 31, 2024
SELL
$78.66 - $83.59 $336,586 - $357,681
-4,279 Reduced 2.81%
147,786 $12 Million
Q1 2024

Apr 18, 2024
BUY
$75.37 - $84.09 $782,943 - $873,526
10,388 Added 7.33%
152,065 $12.8 Million
Q4 2023

Jan 30, 2024
SELL
$64.84 - $78.27 $851,932 - $1.03 Million
-13,139 Reduced 8.49%
141,677 $11 Million
Q3 2023

Oct 10, 2023
BUY
$68.54 - $75.91 $10.6 Million - $11.8 Million
154,816 New
154,816 $10.7 Million

Others Institutions Holding IWR

# of Institutions
1,408
Shares Held
340M
Call Options Held
130K
Put Options Held
26.6K
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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