Mission Wealth Management, LP Ishares Russell Mid Cap ETF Transaction History

Mission Wealth Management, LP

  • $4.24 Billion
  • Q4 2024

A detailed history of Mission Wealth Management, LP transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Mission Wealth Management, LP holds 8,261 shares of IWR stock, worth $765,051. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,261
Previous 8,799 6.11%
Holding current value
$765,051
Previous $775,000 5.81%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 06, 2025
SELL
$87.25 - $95.52 $46,940 - $51,389
-538 Reduced 6.11%
8,261 $730,000
Q3 2024

Oct 31, 2024
BUY
$79.92 - $88.19 $4,955 - $5,467
62 Added 0.71%
8,799 $775,000
Q2 2024

Aug 02, 2024
SELL
$78.66 - $83.59 $943 - $1,003
-12 Reduced 0.14%
8,737 $708,000
Q1 2024

Apr 30, 2024
BUY
$75.37 - $84.09 $119,386 - $133,198
1,584 Added 22.11%
8,749 $735,000
Q4 2023

Feb 05, 2024
SELL
$64.84 - $78.27 $2,010 - $2,426
-31 Reduced 0.43%
7,165 $556,000
Q2 2023

Aug 04, 2023
SELL
$67.49 - $73.03 $85,779 - $92,821
-1,271 Reduced 15.01%
7,196 $525,000
Q1 2023

Apr 07, 2023
SELL
$66.27 - $75.04 $56,263 - $63,708
-849 Reduced 9.11%
8,467 $592,000
Q4 2022

Feb 02, 2023
BUY
$62.09 - $71.89 $59,171 - $68,511
953 Added 11.4%
9,316 $628,000
Q3 2022

Oct 12, 2022
BUY
$62.15 - $74.82 $31,075 - $37,410
500 Added 6.36%
8,363 $520,000
Q2 2022

Jul 27, 2022
BUY
$62.75 - $78.76 $49,007 - $61,511
781 Added 11.03%
7,863 $508,000
Q1 2022

Apr 25, 2022
BUY
$72.29 - $82.89 $9,253 - $10,609
128 Added 1.84%
7,082 $553,000
Q4 2021

Feb 11, 2022
BUY
$78.41 - $85.28 $940 - $1,023
12 Added 0.17%
6,954 $577,000
Q2 2021

Aug 10, 2021
BUY
$74.82 - $79.61 $16,610 - $17,673
222 Added 3.3%
6,942 $550,000
Q1 2021

May 10, 2021
SELL
$67.45 - $75.68 $10,792 - $12,108
-160 Reduced 2.33%
6,720 $497,000
Q4 2020

Jan 19, 2021
BUY
$57.75 - $68.61 $21,367 - $25,385
370 Added 5.68%
6,880 $472,000
Q3 2020

Oct 16, 2020
BUY
$53.47 - $60.19 $748 - $842
14 Added 0.22%
6,510 $374,000
Q2 2020

Aug 03, 2020
BUY
$40.64 - $57.63 $12,801 - $18,153
315 Added 5.1%
6,496 $348,000
Q1 2020

Apr 10, 2020
BUY
$36.81 - $61.96 $36,810 - $61,960
1,000 Added 19.3%
6,181 $267,000
Q4 2019

Jan 21, 2020
BUY
$54.12 - $59.69 $920 - $1,014
17 Added 0.33%
5,181 $309,000
Q3 2019

Oct 16, 2019
SELL
$53.6 - $57.42 $58,316 - $62,472
-1,088 Reduced 17.4%
5,164 $289,000
Q2 2019

Aug 09, 2019
SELL
$52.53 - $56.11 $47,277 - $50,499
-900 Reduced 12.58%
6,252 $349,000
Q1 2019

May 14, 2019
BUY
$45.53 - $54.18 $325,630 - $387,495
7,152 New
7,152 $386,000

Others Institutions Holding IWR

# of Institutions
1,530
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
Track This Portfolio

Track Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP 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 Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email