A detailed history of Grimes & Company, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Grimes & Company, Inc. holds 8,251 shares of IWR stock, worth $667,340. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,251
Previous 8,235 0.19%
Holding current value
$667,340
Previous $640,000 8.28%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

BUY
$75.37 - $84.09 $1,205 - $1,345
16 Added 0.19%
8,251 $693,000
Q4 2023

Jan 24, 2024

SELL
$64.84 - $78.27 $230,765 - $278,562
-3,559 Reduced 30.18%
8,235 $640,000
Q3 2023

Oct 19, 2023

BUY
$68.54 - $75.91 $247,840 - $274,490
3,616 Added 44.22%
11,794 $816,000
Q2 2023

Jul 19, 2023

BUY
$67.49 - $73.03 $109,063 - $118,016
1,616 Added 24.63%
8,178 $597,000
Q1 2023

Apr 20, 2023

BUY
$66.27 - $75.04 $434,863 - $492,412
6,562 New
6,562 $458,000
Q2 2022

Jul 22, 2022

SELL
$62.75 - $78.76 $182,728 - $229,349
-2,912 Closed
0 $0
Q1 2022

May 06, 2022

SELL
$72.29 - $82.89 $46,265 - $53,049
-640 Reduced 18.02%
2,912 $227,000
Q4 2021

Feb 01, 2022

SELL
$78.41 - $85.28 $12,153 - $13,218
-155 Reduced 4.18%
3,552 $295,000
Q3 2021

Nov 08, 2021

BUY
$76.44 - $82.59 $11,848 - $12,801
155 Added 4.36%
3,707 $290,000
Q4 2020

Feb 02, 2021

BUY
$57.75 - $68.61 $205,128 - $243,702
3,552 New
3,552 $243,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


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