Retirement Income Solutions, Inc Ishares Russell Mid Cap ETF Transaction History

Retirement Income Solutions, Inc

$486 Million
Q4 2024

A detailed history of Retirement Income Solutions, Inc transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Retirement Income Solutions, Inc holds 25,176 shares of IWR stock, worth $2.18 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

25,176

Previous 24,607 2.31%

Holding current value

$2.18 Million

Previous $2.17 Million 2.63%

% of portfolio

0.46%

Previous 0.5%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$87.25 - $95.52 $49,645 - $54,350	569 Added 2.31%	25,176 $2.23 Million
Q2 2024 Aug 01, 2024	SELL	$78.66 - $83.59 $325,967 - $346,396	-4,144 Reduced 14.41%	24,607 $2 Million
Q1 2024 May 03, 2024	SELL	$75.37 - $84.09 $12,436 - $13,874	-165 Reduced 0.57%	28,751 $2.42 Million
Q4 2023 Feb 08, 2024	BUY	$64.84 - $78.27 $96,611 - $116,622	1,490 Added 5.43%	28,916 $2.25 Million
Q1 2023 May 05, 2023	SELL	$66.27 - $75.04 $197,352 - $223,469	-2,978 Reduced 9.79%	27,426 $1.92 Million
Q4 2022 Feb 08, 2023	BUY	$62.09 - $71.89 $1,552 - $1,797	25 Added 0.08%	30,404 $2.05 Million
Q2 2022 Aug 16, 2022	BUY	$62.75 - $78.76 $364,201 - $457,123	5,804 Added 23.62%	30,379 $1.96 Million
Q1 2022 May 06, 2022	SELL	$72.29 - $82.89 $70,121 - $80,403	-970 Reduced 3.8%	24,575 $1.92 Billion
Q4 2021 Feb 04, 2022	BUY	$78.41 - $85.28 $13,956 - $15,179	178 Added 0.7%	25,545 $2.12 Billion
Q2 2021 Jul 29, 2021	SELL	$74.82 - $79.61 $100,333 - $106,757	-1,341 Reduced 5.02%	25,367 $2.01 Billion
Q4 2020 Feb 12, 2021	SELL	$57.75 - $68.61 $8,489 - $10,085	-147 Reduced 0.55%	26,708 $1.83 Billion
Q3 2020 Nov 12, 2020	SELL	$53.47 - $60.19 $239,866 - $270,012	-4,486 Reduced 14.31%	26,855 $1.54 Billion
Q2 2020 Aug 06, 2020	BUY	$40.64 - $57.63 $909,645 - $1.29 Million	22,383 Added 249.87%	31,341 $1.68 Billion
Q1 2020 May 11, 2020	BUY	$36.81 - $61.96 $27,828 - $46,841	756 Added 9.22%	8,958 $387 Million
Q4 2019 Feb 06, 2020	SELL	$54.12 - $59.69 $14,504 - $15,996	-268 Reduced 3.16%	8,202 $489 Million
Q3 2019 Oct 25, 2019	SELL	$53.6 - $57.42 $68,608 - $73,497	-1,280 Reduced 13.13%	8,470 $474 Million
Q4 2018 Jan 30, 2019	BUY	$43.7 - $54.95 $367,517 - $462,129	8,410 Added 627.61%	9,750 $453 Million
Q2 2018 Jul 26, 2018	SELL	$50.43 - $54.42 $11,800 - $12,734	-234 Reduced 14.87%	1,340 $284 Million
Q4 2017 Feb 06, 2018	BUY	$49.53 - $52.32 $77,960 - $82,351	1,574	1,574 $328 Million

Others Institutions Holding IWR

# of Institutions

1,536

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Income Solutions, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Income Solutions, Inc with notifications on news.

Account

Retirement Income Solutions, Inc Ishares Russell Mid Cap ETF Transaction History