Reuter James Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Reuter James Wealth Management, LLC

$552 Million
Q1 2025

A detailed history of Reuter James Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 5,465 shares of IWR stock, worth $459,879. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,465

Previous 5,465 -0.0%

Holding current value

$459,879

Previous $483,000 4.35%

% of portfolio

0.08%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	SELL	$78.66 - $83.59 $5,270 - $5,600	-67 Reduced 1.21%	5,465 $443,000
Q4 2023 Apr 08, 2024	SELL	$64.84 - $78.27 $1,685 - $2,035	-26 Reduced 0.47%	5,532 $430,000
Q3 2023 Nov 13, 2023	BUY	$68.54 - $75.91 $380,945 - $421,907	5,558 New	5,558 $384,000
Q1 2023 May 10, 2023	SELL	$66.27 - $75.04 $5,434 - $6,153	-82 Reduced 1.45%	5,585 $390,000
Q4 2022 Feb 06, 2023	SELL	$62.09 - $71.89 $8,382 - $9,705	-135 Reduced 2.33%	5,667 $382,000
Q2 2022 Aug 09, 2022	SELL	$62.75 - $78.76 $313 - $393	-5 Reduced 0.09%	5,802 $375,000
Q4 2021 Jan 25, 2022	BUY	$78.41 - $85.28 $455,326 - $495,220	5,807 New	5,807 $482,000

Others Institutions Holding IWR

# of Institutions

1,538

Shares Held

375M

Call Options Held

173K

Put Options Held

19.8K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Reuter James Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History