Mc Naughton Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Mc Naughton Wealth Management, LLC

  • $207 Million
  • Q4 2024

A detailed history of Mc Naughton Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 6,940 shares of IWR stock, worth $603,363. This represents 0.3% of its overall portfolio holdings.

Number of Shares
6,940
Previous 7,016 1.08%
Holding current value
$603,363
Previous $618,000 0.81%
% of portfolio
0.3%
Previous 0.3%

Shares

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

Jan 13, 2025
SELL
$87.25 - $95.52 $6,631 - $7,259
-76 Reduced 1.08%
6,940 $613,000
Q3 2024

Oct 04, 2024
SELL
$79.92 - $88.19 $3,676 - $4,056
-46 Reduced 0.65%
7,016 $618,000
Q2 2024

Jul 12, 2024
SELL
$78.66 - $83.59 $28,160 - $29,925
-358 Reduced 4.82%
7,062 $572,000
Q1 2024

Apr 12, 2024
SELL
$75.37 - $84.09 $18,767 - $20,938
-249 Reduced 3.25%
7,420 $623,000
Q4 2023

Jan 10, 2024
SELL
$64.84 - $78.27 $53,622 - $64,729
-827 Reduced 9.73%
7,669 $596,000
Q3 2023

Oct 05, 2023
BUY
$68.54 - $75.91 $8,841 - $9,792
129 Added 1.54%
8,496 $588,000
Q2 2023

Aug 08, 2023
SELL
$67.49 - $73.03 $1,484 - $1,606
-22 Reduced 0.26%
8,367 $611,000
Q4 2022

Jan 31, 2023
BUY
$62.09 - $71.89 $241,468 - $279,580
3,889 Added 86.42%
8,389 $565,000
Q3 2022

Oct 12, 2022
BUY
$62.15 - $74.82 $20,136 - $24,241
324 Added 7.76%
4,500 $280,000
Q2 2022

Jul 11, 2022
BUY
$62.75 - $78.76 $52,647 - $66,079
839 Added 25.14%
4,176 $270,000
Q4 2020

Feb 26, 2021
BUY
$57.75 - $68.61 $192,711 - $228,951
3,337 New
3,337 $229,000

Others Institutions Holding IWR

# of Institutions
1,535
Shares Held
366M
Call Options Held
180K
Put Options Held
19.1K
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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