Duncan Williams Asset Management, LLC Ishares Russell Mid Cap ETF Transaction History

Duncan Williams Asset Management, LLC

  • $277 Billion
  • Q1 2025

A detailed history of Duncan Williams Asset Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Duncan Williams Asset Management, LLC holds 4,187 shares of IWR stock, worth $376,369. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,187
Previous 4,191 0.1%
Holding current value
$376,369
Previous $370 Million 3.86%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Apr 21, 2025
SELL
$82.81 - $92.93 $331 - $371
-4 Reduced 0.1%
4,187 $356 Million
Q4 2024

Jan 21, 2025
SELL
$87.25 - $95.52 $2,181 - $2,388
-25 Reduced 0.59%
4,191 $370 Million
Q3 2024

Oct 03, 2024
BUY
$79.92 - $88.19 $336,942 - $371,809
4,216 New
4,216 $372 Million

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

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