A detailed history of Joel Isaacson & Co., LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 4,707 shares of IWR stock, worth $429,937. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,707
Previous 4,694 0.28%
Holding current value
$429,937
Previous $380,000 8.95%
% of portfolio
0.02%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$79.92 - $88.19 $1,038 - $1,146
13 Added 0.28%
4,707 $414,000
Q2 2024

Jul 23, 2024

BUY
$78.66 - $83.59 $10,461 - $11,117
133 Added 2.92%
4,694 $380,000
Q1 2024

Apr 29, 2024

BUY
$75.37 - $84.09 $87,278 - $97,376
1,158 Added 34.03%
4,561 $383,000
Q4 2023

Jan 24, 2024

BUY
$64.84 - $78.27 $1,685 - $2,035
26 Added 0.77%
3,403 $264,000
Q3 2023

Oct 23, 2023

SELL
$68.54 - $75.91 $8,841 - $9,792
-129 Reduced 3.68%
3,377 $233,000
Q2 2023

Jul 26, 2023

BUY
$67.49 - $73.03 $539 - $584
8 Added 0.23%
3,506 $256,000
Q1 2023

Apr 24, 2023

BUY
$66.27 - $75.04 $728 - $825
11 Added 0.32%
3,498 $244,000
Q4 2022

Jan 27, 2023

BUY
$62.09 - $71.89 $1,862 - $2,156
30 Added 0.87%
3,487 $0
Q3 2022

Oct 13, 2022

SELL
$62.15 - $74.82 $186,077 - $224,011
-2,994 Reduced 46.41%
3,457 $215,000
Q2 2022

Jul 15, 2022

BUY
$62.75 - $78.76 $188,438 - $236,516
3,003 Added 87.09%
6,451 $417,000
Q1 2022

Apr 21, 2022

BUY
$72.29 - $82.89 $578 - $663
8 Added 0.23%
3,448 $263,000
Q4 2021

Jan 19, 2022

SELL
$78.41 - $85.28 $2,509 - $2,728
-32 Reduced 0.92%
3,440 $286,000
Q3 2021

Oct 21, 2021

BUY
$76.44 - $82.59 $13,606 - $14,701
178 Added 5.4%
3,472 $272,000
Q2 2021

Jul 20, 2021

BUY
$74.82 - $79.61 $972 - $1,034
13 Added 0.4%
3,294 $261,000
Q4 2020

Jan 22, 2021

BUY
$57.75 - $68.61 $189,477 - $225,109
3,281 New
3,281 $225,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


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