Mbl Wealth, LLC Ishares Russell Mid Cap ETF Transaction History

Mbl Wealth, LLC

$830 Million
Q1 2024

A detailed history of Mbl Wealth, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Mbl Wealth, LLC holds 19,479 shares of IWR stock, worth $1.57 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

19,479

Previous 19,879 2.01%

Holding current value

$1.57 Million

Previous $1.55 Million 5.95%

% of portfolio

0.2%

Previous 0.2%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$75.37 - $84.09 $30,148 - $33,636	-400 Reduced 2.01%	19,479 $1.64 Million
Q4 2023 Jan 18, 2024	BUY	$64.84 - $78.27 $20,424 - $24,655	315 Added 1.61%	19,879 $1.55 Million
Q3 2023 Oct 11, 2023	SELL	$68.54 - $75.91 $39,273 - $43,496	-573 Reduced 2.85%	19,564 $1.35 Million
Q2 2023 Jul 17, 2023	SELL	$67.49 - $73.03 $23,958 - $25,925	-355 Reduced 1.73%	20,137 $1.47 Million
Q1 2023 Apr 11, 2023	SELL	$66.27 - $75.04 $5,898 - $6,678	-89 Reduced 0.43%	20,492 $1.43 Million

Q4 2022 Jan 12, 2023	SELL	$65.92 - $71.89 $21,424 - $23,364	-325 Reduced 1.55%	20,581 $1.39 Million
Q3 2022 Jan 12, 2023	SELL	$63.62 - $74.82 $9,543 - $11,222	-150 Reduced 0.71%	20,906 $1.3 Million
Q2 2022 Jan 12, 2023	BUY	$62.75 - $78.76 $313 - $393	5 Added 0.02%	21,056 $1.36 Million
Q1 2022 May 02, 2022	BUY	$72.29 - $82.89 $1.52 Million - $1.74 Million	21,051 New	21,051 $1.64 Million
Q3 2021 Oct 25, 2021	SELL	$76.44 - $82.59 $765,470 - $827,056	-10,014 Closed	0 $0
Q1 2021 May 27, 2021	BUY	$67.45 - $75.68 $16,929 - $18,995	251 Added 2.57%	10,014 $740,000
Q4 2020 Feb 16, 2021	BUY	$57.75 - $68.61 $563,813 - $669,839	9,763 New	9,763 $669,000

Others Institutions Holding IWR

# of Institutions

1,340

Shares Held

322M

Call Options Held

186K

Put Options Held

11.8K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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