Choate Investment Advisors Ishares Russell Mid Cap ETF Transaction History

Choate Investment Advisors

  • $3.89 Billion
  • Q3 2024

A detailed history of Choate Investment Advisors transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Choate Investment Advisors holds 14,129 shares of IWR stock, worth $1.29 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,129
Previous 14,129 -0.0%
Holding current value
$1.29 Million
Previous $1.15 Million 8.73%
% of portfolio
0.03%
Previous 0.03%

Shares

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

May 07, 2024
SELL
$75.37 - $84.09 $7,537 - $8,409
-100 Reduced 0.7%
14,129 $1.19 Million
Q4 2023

Feb 14, 2024
SELL
$64.84 - $78.27 $17,960 - $21,680
-277 Reduced 1.91%
14,229 $1.11 Million
Q3 2023

Oct 30, 2023
BUY
$68.54 - $75.91 $175,325 - $194,177
2,558 Added 21.41%
14,506 $1 Million
Q1 2023

May 15, 2023
SELL
$66.27 - $75.04 $94,103 - $106,556
-1,420 Reduced 10.62%
11,948 $835,000
Q4 2022

Feb 14, 2023
BUY
$62.09 - $71.89 $88,167 - $102,083
1,420 Added 11.88%
13,368 $901,000
Q1 2022

Apr 29, 2022
SELL
$72.29 - $82.89 $144,580 - $165,780
-2,000 Reduced 14.34%
11,948 $932,000
Q4 2021

Feb 07, 2022
BUY
$78.41 - $85.28 $231,466 - $251,746
2,952 Added 26.85%
13,948 $1.16 Million
Q3 2021

Nov 04, 2021
SELL
$76.44 - $82.59 $26,601 - $28,741
-348 Reduced 3.07%
10,996 $861,000
Q2 2021

Jul 30, 2021
BUY
$74.82 - $79.61 $162,209 - $172,594
2,168 Added 23.63%
11,344 $899,000
Q1 2021

May 07, 2021
BUY
$67.45 - $75.68 $22,663 - $25,428
336 Added 3.8%
9,176 $678,000
Q3 2020

Oct 26, 2020
SELL
$53.47 - $60.19 $24,596 - $27,687
-460 Reduced 4.95%
8,840 $507,000
Q2 2020

Jul 23, 2020
SELL
$40.64 - $57.63 $6,339 - $8,990
-156 Reduced 1.65%
9,300 $498,000
Q4 2018

Feb 14, 2019
BUY
$43.7 - $54.95 $413,227 - $519,607
9,456 New
9,456 $440,000
Q3 2018

Nov 14, 2018
SELL
$52.87 - $56.02 $133,972 - $141,954
-2,534 Closed
0 $0
Q2 2018

Jul 30, 2018
BUY
$50.43 - $54.42 $1,765 - $1,904
35 Added 1.4%
2,534 $538,000
Q1 2018

May 04, 2018
SELL
$49.67 - $55.0 $1,788 - $1,980
-36 Reduced 1.42%
2,499 $0
Q3 2017

Nov 14, 2017
BUY
$48.84 - $49.29 $123,809 - $124,950
2,535
2,535 $0

Others Institutions Holding IWR

# of Institutions
1,410
Shares Held
341M
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
Track This Portfolio

Track Choate Investment Advisors Portfolio

Follow Choate Investment Advisors 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 Choate Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Choate Investment Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email