Moulton Wealth Management, Inc Ishares Russell Mid Cap ETF Transaction History

Moulton Wealth Management, Inc

  • $129 Million
  • Q4 2024

A detailed history of Moulton Wealth Management, Inc transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 15,663 shares of IWR stock, worth $1.45 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
15,663
Holding current value
$1.45 Million
% of portfolio
1.07%

Shares

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

Jan 16, 2025
BUY
$87.25 - $95.52 $1.37 Million - $1.5 Million
15,663 New
15,663 $1.38 Million
Q2 2021

Jul 20, 2021
SELL
$74.82 - $79.61 $397,219 - $422,649
-5,309 Closed
0 $0
Q1 2021

Apr 08, 2021
BUY
$67.45 - $75.68 $358,092 - $401,785
5,309 New
5,309 $403,000

Others Institutions Holding IWR

# of Institutions
1,428
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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