Monterey Private Wealth, Inc. Ishares Russell Mid Cap ETF Transaction History

Monterey Private Wealth, Inc.

  • $338 Million
  • Q1 2025

A detailed history of Monterey Private Wealth, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 2,470 shares of IWR stock, worth $230,302. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,470
Previous 2,466 0.16%
Holding current value
$230,302
Previous $217,000 3.23%
% of portfolio
0.06%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$82.81 - $92.93 $331 - $371
4 Added 0.16%
2,470 $210,000
Q4 2024

Jan 16, 2025
BUY
$87.25 - $95.52 $436 - $477
5 Added 0.2%
2,466 $217,000
Q3 2024

Oct 03, 2024
BUY
$79.92 - $88.19 $196,683 - $217,035
2,461 New
2,461 $216,000
Q1 2024

Apr 09, 2024
BUY
$75.37 - $84.09 $184,807 - $206,188
2,452 New
2,452 $206,000
Q3 2022

Oct 11, 2022
BUY
$62.15 - $74.82 $220,135 - $265,012
3,542 New
3,542 $222,000

Others Institutions Holding IWR

# of Institutions
1,584
Shares Held
370M
Call Options Held
151K
Put Options Held
30.1K
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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