Luminvest Wealth Management LLC Ishares Russell Mid Cap ETF Transaction History

Luminvest Wealth Management LLC

  • $279 Billion
  • Q2 2025

A detailed history of Luminvest Wealth Management LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 15,056 shares of IWR stock, worth $1.43 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
15,056
Previous 15,056 -0.0%
Holding current value
$1.43 Million
Previous $1.28 Billion 8.11%
% of portfolio
0.5%
Previous 0.53%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$87.25 - $95.52 $87 - $95
-1 Reduced 0.01%
15,056 $1.33 Billion
Q4 2023

Oct 30, 2024
BUY
$64.84 - $78.27 $976,295 - $1.18 Million
15,057 New
15,057 $1.33 Billion

Others Institutions Holding IWR

# of Institutions
1,617
Shares Held
377M
Call Options Held
198K
Put Options Held
37.3K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Luminvest Wealth Management LLC Portfolio

Follow Luminvest Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Luminvest Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Luminvest Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email