Leo Wealth, LLC Ishares Russell Mid Cap ETF Transaction History

Leo Wealth, LLC

$696 Billion
Q1 2025

A detailed history of Leo Wealth, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Leo Wealth, LLC holds 17,512 shares of IWR stock, worth $1.57 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

17,512

Previous 17,459 0.3%

Holding current value

$1.57 Million

Previous $1.54 Billion 3.47%

% of portfolio

0.21%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$82.81 - $92.93 $4,388 - $4,925	53 Added 0.3%	17,512 $1.49 Billion
Q4 2024 Jan 27, 2025	BUY	$87.25 - $95.52 $5,496 - $6,017	63 Added 0.36%	17,459 $1.54 Billion
Q3 2024 Oct 21, 2024	BUY	$79.92 - $88.19 $5,914 - $6,526	74 Added 0.43%	17,396 $1.53 Billion
Q2 2024 Jul 17, 2024	BUY	$78.66 - $83.59 $3,225 - $3,427	41 Added 0.24%	17,322 $1.4 Billion
Q1 2024 May 09, 2024	SELL	$75.37 - $84.09 $11,682 - $13,033	-155 Reduced 0.89%	17,281 $1.45 Billion
Q4 2023 Mar 14, 2024	BUY	$64.84 - $78.27 $1.13 Million - $1.36 Million	17,436 New	17,436 $1.36 Billion

Others Institutions Holding IWR

# of Institutions

1,538

Shares Held

382M

Call Options Held

151K

Put Options Held

164K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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