Lji Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Lji Wealth Management, LLC

$508 Billion
Q4 2024

A detailed history of Lji Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Lji Wealth Management, LLC holds 147,690 shares of IWR stock, worth $13.7 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares

147,690

Previous 154,492 4.4%

Holding current value

$13.7 Million

Previous $13.6 Billion 4.12%

% of portfolio

2.57%

Previous 2.78%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$87.25 - $95.52 $593,474 - $649,727	-6,802 Reduced 4.4%	147,690 $13.1 Billion
Q3 2024 Nov 06, 2024	BUY	$79.92 - $88.19 $717,122 - $791,328	8,973 Added 6.17%	154,492 $13.6 Billion
Q2 2024 Aug 12, 2024	BUY	$78.66 - $83.59 $312,437 - $332,019	3,972 Added 2.81%	145,519 $11.8 Billion
Q1 2024 May 15, 2024	BUY	$75.37 - $84.09 $520,806 - $581,061	6,910 Added 5.13%	141,547 $11.9 Billion
Q4 2023 Feb 13, 2024	SELL	$64.84 - $78.27 $17,895 - $21,602	-276 Reduced 0.2%	134,637 $10.5 Billion
Q3 2023 Feb 02, 2024	BUY	$68.54 - $75.91 $369,293 - $409,003	5,388 Added 4.16%	134,913 $9.34 Billion
Q2 2023 Feb 02, 2024	BUY	$67.49 - $73.03 $259,026 - $280,289	3,838 Added 3.05%	129,525 $9.46 Billion
Q1 2023 Feb 02, 2024	BUY	$66.27 - $75.04 $396,095 - $448,514	5,977 Added 4.99%	125,687 $8.79 Billion
Q4 2022 Jan 02, 2024	BUY	$62.09 - $71.89 $7.43 Million - $8.61 Million	119,710 New	119,710 $8.07 Billion

Others Institutions Holding IWR

# of Institutions

1,531

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Lji Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History