Global Retirement Partners, LLC Ishares Russell Mid Cap ETF Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Global Retirement Partners, LLC holds 36,663 shares of IWR stock, worth $3.38 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

36,663

Previous 59,531 38.41%

Holding current value

$3.38 Million

Previous $5.25 Million 38.23%

% of portfolio

0.1%

Previous 0.16%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$87.25 - $95.52 $2 Million - $2.18 Million	-22,868 Reduced 38.41%	36,663 $3.24 Million
Q3 2024 Oct 16, 2024	BUY	$79.92 - $88.19 $4.26 Million - $4.7 Million	53,303 Added 855.86%	59,531 $5.25 Million
Q2 2024 Jul 23, 2024	SELL	$78.66 - $83.59 $212,853 - $226,194	-2,706 Reduced 30.29%	6,228 $504,000
Q1 2024 Apr 23, 2024	SELL	$75.37 - $84.09 $14,320 - $15,977	-190 Reduced 2.08%	8,934 $751,000
Q4 2023 Jan 18, 2024	SELL	$64.84 - $78.27 $2.96 Million - $3.57 Million	-45,661 Reduced 83.35%	9,124 $709,000
Q3 2023 Oct 13, 2023	BUY	$68.54 - $75.91 $1.57 Million - $1.74 Million	22,880 Added 71.71%	54,785 $3.79 Million
Q2 2023 Jul 20, 2023	BUY	$67.49 - $73.03 $1.25 Million - $1.35 Million	18,501 Added 138.03%	31,905 $2.33 Million
Q1 2023 May 05, 2023	BUY	$66.27 - $75.04 $511,007 - $578,633	7,711 Added 135.45%	13,404 $937,000
Q4 2022 Feb 13, 2023	BUY	$62.09 - $71.89 $222,033 - $257,078	3,576 Added 168.92%	5,693 $383,000
Q3 2022 Nov 03, 2022	SELL	$62.15 - $74.82 $18,831 - $22,670	-303 Reduced 12.52%	2,117 $143,000
Q2 2022 Jul 15, 2022	SELL	$62.75 - $78.76 $57,479 - $72,144	-916 Reduced 27.46%	2,420 $156,000
Q1 2022 Jul 14, 2022	BUY	$72.29 - $82.89 $241,159 - $276,521	3,336 New	3,336 $228,000
Q4 2021 Jan 21, 2022	SELL	$78.41 - $85.28 $101,933 - $110,864	-1,300 Closed	0 $0
Q2 2021 Jul 15, 2021	SELL	$74.82 - $79.61 $10,848 - $11,543	-145 Reduced 10.03%	1,300 $103,000
Q1 2021 Apr 14, 2021	SELL	$67.45 - $75.68 $5,126 - $5,751	-76 Reduced 5.0%	1,445 $107,000
Q4 2020 Jan 13, 2021	BUY	$57.75 - $68.61 $13,686 - $16,260	237 Added 18.46%	1,521 $104,000
Q3 2020 Oct 09, 2020	SELL	$53.47 - $60.19 $695 - $782	-13 Reduced 1.0%	1,284 $74,000
Q2 2020 Jul 13, 2020	BUY	$40.64 - $57.63 $40 - $57	1 Added 0.08%	1,297 $70,000
Q1 2020 Apr 28, 2020	BUY	$36.81 - $61.96 $8,245 - $13,879	224 Added 20.9%	1,296 $56,000
Q4 2019 Jan 23, 2020	BUY	$54.12 - $59.69 $1,082 - $1,193	20 Added 1.9%	1,072 $64,000
Q3 2019 Nov 19, 2019	SELL	$53.6 - $57.42 $6,378 - $6,832	-119 Reduced 10.16%	1,052 $59,000
Q2 2019 Nov 19, 2019	SELL	$52.53 - $56.11 $262 - $280	-5 Reduced 0.43%	1,171 $65,000
Q1 2019 May 07, 2019	SELL	$45.53 - $54.18 $19,122 - $22,755	-420 Reduced 26.32%	1,176 $63,000
Q4 2018 Feb 22, 2019	BUY	$43.7 - $54.95 $56,984 - $71,654	1,304 Added 446.58%	1,596 $74,000
Q3 2017 Aug 10, 2018	BUY	$48.84 - $49.29 $2,442 - $2,464	50 Added 20.66%	292 $58,000
Q2 2017 Aug 10, 2018	BUY	N/A	18 Added 8.04%	242 $46,000
Q4 2016 Aug 10, 2018	BUY	N/A	224	224 $40,000

Others Institutions Holding IWR

# of Institutions

1,453

Shares Held

342M

Call Options Held

126K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Global Retirement Partners, LLC Ishares Russell Mid Cap ETF Transaction History