Rkl Wealth Management LLC Ishares Russell Mid Cap ETF Transaction History

Rkl Wealth Management LLC

  • $1.17 Billion
  • Q3 2025

A detailed history of Rkl Wealth Management LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Rkl Wealth Management LLC holds 10,341 shares of IWR stock, worth $978,465. This represents 0.09% of its overall portfolio holdings.

Number of Shares
10,341
Previous 14,406 28.22%
Holding current value
$978,465
Previous $1.32 Million 24.62%
% of portfolio
0.09%
Previous 0.12%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$92.26 - $97.51 $375,036 - $396,378
-4,065 Reduced 28.22%
10,341 $998,000
Q2 2025

Jul 18, 2025
SELL
$74.88 - $91.97 $411,091 - $504,915
-5,490 Reduced 27.59%
14,406 $1.32 Million
Q1 2025

Apr 25, 2025
SELL
$82.81 - $92.93 $93,906 - $105,382
-1,134 Reduced 5.39%
19,896 $1.69 Million
Q4 2024

Feb 06, 2025
BUY
$87.25 - $95.52 $564,245 - $617,727
6,467 Added 44.41%
21,030 $1.86 Million
Q3 2024

Nov 01, 2024
SELL
$79.92 - $88.19 $7,432 - $8,201
-93 Reduced 0.63%
14,563 $1.28 Million
Q2 2024

Jul 17, 2024
SELL
$78.66 - $83.59 $8,180 - $8,693
-104 Reduced 0.7%
14,656 $1.19 Million
Q1 2024

May 08, 2024
SELL
$75.37 - $84.09 $89,690 - $100,067
-1,190 Reduced 7.46%
14,760 $1.24 Million
Q4 2023

Jan 24, 2024
BUY
$64.84 - $78.27 $82,476 - $99,559
1,272 Added 8.67%
15,950 $1.24 Million
Q3 2023

Nov 03, 2023
BUY
$68.54 - $75.91 $15,969 - $17,687
233 Added 1.61%
14,678 $1.02 Million
Q2 2023

Aug 07, 2023
BUY
$67.49 - $73.03 $2,092 - $2,263
31 Added 0.22%
14,445 $1.05 Million
Q1 2023

May 01, 2023
BUY
$66.27 - $75.04 $5,699 - $6,453
86 Added 0.6%
14,414 $1.01 Million
Q4 2022

Feb 06, 2023
BUY
$62.09 - $71.89 $8,257 - $9,561
133 Added 0.94%
14,328 $966,000
Q3 2022

Nov 10, 2022
SELL
$62.15 - $74.82 $33,685 - $40,552
-542 Reduced 3.68%
14,195 $882,000
Q2 2022

Aug 01, 2022
BUY
$62.75 - $78.76 $878 - $1,102
14 Added 0.1%
14,737 $953,000
Q1 2022

May 10, 2022
BUY
$72.29 - $82.89 $5,566 - $6,382
77 Added 0.53%
14,723 $1.15 Million
Q4 2021

Feb 08, 2022
BUY
$78.41 - $85.28 $1,960 - $2,132
25 Added 0.17%
14,646 $1.22 Million
Q3 2021

Nov 15, 2021
BUY
$76.44 - $82.59 $23,849 - $25,768
312 Added 2.18%
14,621 $1.14 Million
Q2 2021

Aug 13, 2021
BUY
$74.82 - $79.61 $5,387 - $5,731
72 Added 0.51%
14,309 $1.13 Million
Q1 2021

May 10, 2021
BUY
$67.45 - $75.68 $250,846 - $281,453
3,719 Added 35.36%
14,237 $1.05 Million
Q4 2020

Feb 11, 2021
SELL
$57.75 - $68.61 $17,267 - $20,514
-299 Reduced 2.76%
10,518 $721,000
Q3 2020

Nov 09, 2020
SELL
$53.47 - $60.19 $24,863 - $27,988
-465 Reduced 4.12%
10,817 $621,000
Q2 2020

Aug 07, 2020
BUY
$40.64 - $57.63 $91,236 - $129,379
2,245 Added 24.84%
11,282 $605,000
Q1 2020

Apr 28, 2020
SELL
$36.81 - $61.96 $21,202 - $35,688
-576 Reduced 5.99%
9,037 $390,000
Q4 2019

Feb 04, 2020
SELL
$54.12 - $59.69 $4,004 - $4,417
-74 Reduced 0.76%
9,613 $573,000
Q3 2019

Oct 31, 2019
SELL
$53.6 - $57.42 $74,664 - $79,986
-1,393 Reduced 12.57%
9,687 $542,000
Q2 2019

Aug 02, 2019
BUY
$52.53 - $56.11 $4,990 - $5,330
95 Added 0.86%
11,080 $620,000
Q1 2019

Apr 26, 2019
BUY
$45.53 - $54.18 $100,484 - $119,575
2,207 Added 25.14%
10,985 $590,000
Q4 2018

Feb 08, 2019
BUY
$43.7 - $54.95 $295,849 - $372,011
6,770 Added 337.15%
8,778 $406,000
Q3 2018

Nov 07, 2018
BUY
$52.87 - $56.02 $687 - $728
13 Added 0.65%
2,008 $445,000
Q2 2018

Aug 03, 2018
BUY
$50.43 - $54.42 $3,933 - $4,244
78 Added 4.07%
1,995 $424,000
Q1 2018

Apr 26, 2018
SELL
$49.67 - $55.0 $10,828 - $11,990
-218 Reduced 10.21%
1,917 $394,000
Q4 2017

Feb 02, 2018
SELL
$49.53 - $52.32 $102,576 - $108,354
-2,071 Reduced 49.24%
2,135 $446,000
Q3 2017

Nov 07, 2017
SELL
$48.84 - $49.29 $7,277 - $7,344
-149 Reduced 3.42%
4,206 $830,000
Q2 2017

Aug 14, 2017
BUY
N/A
4,355
4,355 $840,000

Others Institutions Holding IWR

# of Institutions
1,633
Shares Held
391M
Call Options Held
208K
Put Options Held
28.7K
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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