Marcum Wealth, LLC Ishares Russell Mid Cap ETF Transaction History

Marcum Wealth, LLC

  • $1.06 Billion
  • Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 9,596 shares of IWR stock, worth $914,690. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,596
Previous 10,542 8.97%
Holding current value
$914,690
Previous $854,000 1.05%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 08, 2024
SELL
$79.92 - $88.19 $75,604 - $83,427
-946 Reduced 8.97%
9,596 $845,000
Q2 2024

Jul 02, 2024
SELL
$78.66 - $83.59 $21,395 - $22,736
-272 Reduced 2.52%
10,542 $854,000
Q1 2024

Apr 10, 2024
SELL
$75.37 - $84.09 $27,962 - $31,197
-371 Reduced 3.32%
10,814 $909,000
Q4 2023

Jan 10, 2024
SELL
$64.84 - $78.27 $77,483 - $93,532
-1,195 Reduced 9.65%
11,185 $869,000
Q2 2023

Jul 13, 2023
SELL
$67.49 - $73.03 $20,314 - $21,982
-301 Reduced 2.37%
12,380 $904,000
Q1 2023

Apr 19, 2023
SELL
$66.27 - $75.04 $72,035 - $81,568
-1,087 Reduced 7.9%
12,681 $886,000
Q4 2022

Jan 12, 2023
SELL
$62.09 - $71.89 $24,525 - $28,396
-395 Reduced 2.79%
13,768 $0
Q3 2022

Oct 11, 2022
SELL
$62.15 - $74.82 $48,166 - $57,985
-775 Reduced 5.19%
14,163 $880,000
Q2 2022

Jul 14, 2022
SELL
$62.75 - $78.76 $37,587 - $47,177
-599 Reduced 3.86%
14,938 $966,000
Q1 2022

Apr 20, 2022
SELL
$72.29 - $82.89 $245,858 - $281,908
-3,401 Reduced 17.96%
15,537 $1.21 Million
Q4 2021

Feb 01, 2022
SELL
$78.41 - $85.28 $320,148 - $348,198
-4,083 Reduced 17.74%
18,938 $1.57 Million
Q3 2021

Nov 08, 2021
BUY
$76.44 - $82.59 $1.76 Million - $1.9 Million
23,021 New
23,021 $1.8 Million

Others Institutions Holding IWR

# of Institutions
1,409
Shares Held
341M
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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