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 59,531 shares of IWR stock, worth $5.47 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
59,531
Previous 6,228 855.86%
Holding current value
$5.47 Million
Previous $504,000 941.07%
% of portfolio
0.16%
Previous 0.02%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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