Epg Wealth Management LLC Ishares Russell Mid Cap ETF Transaction History

Epg Wealth Management LLC

  • $379 Billion
  • Q4 2024

A detailed history of Epg Wealth Management LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Epg Wealth Management LLC holds 151 shares of IWR stock, worth $13,984. This represents 0.0% of its overall portfolio holdings.

Number of Shares
151
Holding current value
$13,984
% of portfolio
0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$87.25 - $95.52 $13,174 - $14,423
151 New
151 $13.3 Million
Q4 2023

Feb 14, 2024
SELL
$64.84 - $78.27 $194 - $234
-3 Reduced 2.5%
117 $9,000
Q3 2022

Nov 15, 2022
BUY
$62.15 - $74.82 $7,458 - $8,978
120 New
120 $7,000
Q2 2022

Aug 15, 2022
SELL
$62.75 - $78.76 $7,530 - $9,451
-120 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$76.44 - $82.59 $9,172 - $9,910
120 New
120 $9,000
Q2 2020

Aug 06, 2020
SELL
$40.64 - $57.63 $4,714 - $6,685
-116 Closed
0 $0
Q1 2020

May 05, 2020
SELL
$36.81 - $61.96 $7,472 - $12,577
-203 Reduced 63.64%
116 $5,000
Q4 2019

Feb 14, 2020
BUY
$54.12 - $59.69 $17,264 - $19,041
319 New
319 $19,000

Others Institutions Holding IWR

# of Institutions
1,531
Shares Held
366M
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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