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

Lji Wealth Management, LLC

  • $573 Billion
  • Q3 2025

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 160,079 shares of IWR stock, worth $15.1 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares
160,079
Previous 164,069 2.43%
Holding current value
$15.1 Million
Previous $15.1 Billion 2.43%
% of portfolio
2.7%
Previous 2.63%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$92.26 - $97.51 $368,117 - $389,064
-3,990 Reduced 2.43%
160,079 $15.5 Billion
Q2 2025

Jul 31, 2025
BUY
$74.88 - $91.97 $231,978 - $284,923
3,098 Added 1.92%
164,069 $15.1 Billion
Q1 2025

May 01, 2025
BUY
$82.81 - $92.93 $1.1 Million - $1.23 Million
13,281 Added 8.99%
160,971 $13.7 Billion
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
1,635
Shares Held
391M
Call Options Held
208K
Put Options Held
28.7K
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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