Glassman Wealth Services Ishares Russell Mid Cap ETF Transaction History

Glassman Wealth Services

$596 Million
Q1 2025

A detailed history of Glassman Wealth Services transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Glassman Wealth Services holds 8,449 shares of IWR stock, worth $805,358. This represents 0.12% of its overall portfolio holdings.

Number of Shares

8,449

Previous 8,397 0.62%

Holding current value

$805,358

Previous $742,000 3.23%

% of portfolio

0.12%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$82.81 - $92.93 $4,306 - $4,832	52 Added 0.62%	8,449 $718,000
Q2 2024 Aug 06, 2024	SELL	$78.66 - $83.59 $2,831 - $3,009	-36 Reduced 0.43%	8,397 $680,000
Q1 2024 May 03, 2024	SELL	$75.37 - $84.09 $3,014 - $3,363	-40 Reduced 0.47%	8,433 $709,000
Q2 2023 Aug 08, 2023	SELL	$67.49 - $73.03 $98,265 - $106,331	-1,456 Reduced 14.66%	8,473 $618,000
Q1 2023 May 04, 2023	SELL	$66.27 - $75.04 $2,186 - $2,476	-33 Reduced 0.33%	9,929 $694,000
Q4 2022 Feb 06, 2023	BUY	$62.09 - $71.89 $10,182 - $11,789	164 Added 1.67%	9,962 $671,000
Q1 2022 Apr 14, 2022	BUY	$72.29 - $82.89 $607,236 - $696,276	8,400 Added 600.86%	9,798 $765,000
Q4 2021 Feb 14, 2022	BUY	$78.41 - $85.28 $101,070 - $109,925	1,289 Added 1182.57%	1,398 $116,000
Q1 2020 May 12, 2020	BUY	$36.81 - $61.96 $4,012 - $6,753	109 New	109 $5,000

Others Institutions Holding IWR

# of Institutions

1,565

Shares Held

371M

Call Options Held

151K

Put Options Held

30.8K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Glassman Wealth Services Ishares Russell Mid Cap ETF Transaction History