Invenio Wealth Partners LLC Ishares Russell Mid Cap ETF Transaction History

Invenio Wealth Partners LLC

  • $238 Billion
  • Q1 2025

A detailed history of Invenio Wealth Partners LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 4,838 shares of IWR stock, worth $432,178. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,838
Previous 4,838 -0.0%
Holding current value
$432,178
Previous $428 Million 3.77%
% of portfolio
0.17%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$78.66 - $83.59 $24,935 - $26,498
-317 Reduced 6.15%
4,838 $392 Million
Q1 2024

May 09, 2024
SELL
$75.37 - $84.09 $18,842 - $21,022
-250 Reduced 4.63%
5,155 $433 Million
Q4 2023

Feb 09, 2024
SELL
$64.84 - $78.27 $5,705 - $6,887
-88 Reduced 1.6%
5,405 $420 Million
Q3 2023

Nov 13, 2023
BUY
$68.54 - $75.91 $174,160 - $192,887
2,541 Added 86.08%
5,493 $380 Million
Q2 2023

Aug 11, 2023
BUY
$67.49 - $73.03 $199,230 - $215,584
2,952 New
2,952 $216 Million

Others Institutions Holding IWR

# of Institutions
1,536
Shares Held
382M
Call Options Held
151K
Put Options Held
163K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Invenio Wealth Partners LLC Portfolio

Follow Invenio Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Invenio Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Invenio Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email