Klingman & Associates, LLC Ishares Russell Mid Cap ETF Transaction History

Klingman & Associates, LLC

  • $1.61 Billion
  • Q3 2024

A detailed history of Klingman & Associates, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Klingman & Associates, LLC holds 12,497 shares of IWR stock, worth $1.14 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,497
Previous 12,564 0.53%
Holding current value
$1.14 Million
Previous $1.02 Million 8.15%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 01, 2024
SELL
$79.92 - $88.19 $5,354 - $5,908
-67 Reduced 0.53%
12,497 $1.1 Million
Q2 2024

Jul 30, 2024
BUY
$78.66 - $83.59 $9,596 - $10,197
122 Added 0.98%
12,564 $1.02 Million
Q1 2024

May 01, 2024
BUY
$75.37 - $84.09 $188,500 - $210,309
2,501 Added 25.16%
12,442 $1.05 Million
Q3 2023

Oct 30, 2023
BUY
$68.54 - $75.91 $34,544 - $38,258
504 Added 5.34%
9,941 $688,000
Q2 2023

Jul 31, 2023
SELL
$67.49 - $73.03 $18,762 - $20,302
-278 Reduced 2.86%
9,437 $689,000
Q3 2021

Nov 01, 2021
SELL
$76.44 - $82.59 $1,223 - $1,321
-16 Reduced 0.16%
9,715 $760,000
Q2 2021

Jul 27, 2021
BUY
$74.82 - $79.61 $5,087 - $5,413
68 Added 0.7%
9,731 $771,000
Q4 2020

Feb 09, 2021
BUY
$57.75 - $68.61 $10,799 - $12,830
187 Added 1.97%
9,663 $662,000
Q1 2020

Apr 29, 2020
BUY
$36.81 - $61.96 $1,987 - $3,345
54 Added 0.57%
9,476 $409,000
Q3 2019

Oct 22, 2019
SELL
$53.6 - $57.42 $20,475 - $21,934
-382 Reduced 3.9%
9,422 $527,000
Q2 2019

Sep 27, 2019
BUY
$52.53 - $56.11 $515,004 - $550,102
9,804 New
9,804 $548,000
Q2 2019

Jul 24, 2019
SELL
$52.53 - $56.11 $515,004 - $550,102
-9,804 Closed
0 $0
Q4 2018

Jan 28, 2019
BUY
$43.7 - $54.95 $321,326 - $404,047
7,353 Added 300.0%
9,804 $456,000
Q2 2018

Aug 02, 2018
SELL
$50.43 - $54.42 $5,043 - $5,442
-100 Reduced 3.92%
2,451 $520,000
Q3 2017

Oct 24, 2017
BUY
$48.84 - $49.29 $124,590 - $125,738
2,551
2,551 $503,000

Others Institutions Holding IWR

# of Institutions
1,408
Shares Held
340M
Call Options Held
130K
Put Options Held
26.6K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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