Segment Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Segment Wealth Management, LLC

  • $1.59 Billion
  • Q3 2025

A detailed history of Segment Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Segment Wealth Management, LLC holds 6,449 shares of IWR stock, worth $610,204. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,449
Previous 6,449 -0.0%
Holding current value
$610,204
Previous $593,000 4.89%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Apr 21, 2025
BUY
$82.81 - $92.93 $15,899 - $17,842
192 Added 3.07%
6,449 $548,000
Q1 2024

Apr 24, 2024
BUY
$75.37 - $84.09 $26,530 - $29,599
352 Added 5.96%
6,257 $526,000
Q3 2020

Oct 27, 2020
SELL
$53.47 - $60.19 $119,451 - $134,464
-2,234 Reduced 27.45%
5,905 $339,000
Q2 2020

Jul 15, 2020
BUY
$40.64 - $57.63 $5,567 - $7,895
137 Added 1.71%
8,139 $436,000
Q1 2020

Apr 24, 2020
SELL
$36.81 - $61.96 $26,429 - $44,487
-718 Reduced 8.23%
8,002 $345,000
Q4 2019

Jan 23, 2020
BUY
$54.12 - $59.69 $38,858 - $42,857
718 Added 8.97%
8,720 $520,000
Q3 2019

Oct 22, 2019
BUY
$53.6 - $57.42 $92,245 - $98,819
1,721 Added 27.4%
8,002 $448,000
Q2 2019

Jul 29, 2019
SELL
$52.53 - $56.11 $6,198 - $6,620
-118 Reduced 1.84%
6,281 $351,000
Q1 2019

Apr 30, 2019
BUY
$45.53 - $54.18 $2,322 - $2,763
51 Added 0.8%
6,399 $345,000
Q4 2018

Jan 31, 2019
BUY
$43.7 - $54.95 $195,426 - $245,736
4,472 Added 238.38%
6,348 $295,000
Q3 2018

Nov 07, 2018
BUY
$52.87 - $56.02 $24,320 - $25,769
460 Added 32.49%
1,876 $414,000
Q2 2018

Jul 17, 2018
SELL
$50.43 - $54.42 $655 - $707
-13 Reduced 0.91%
1,416 $300,000
Q1 2018

Apr 30, 2018
SELL
$49.67 - $55.0 $118,065 - $130,735
-2,377 Reduced 62.45%
1,429 $295,000
Q4 2017

Jan 23, 2018
BUY
$49.53 - $52.32 $107,381 - $113,429
2,168 Added 132.36%
3,806 $792,000
Q3 2017

Oct 26, 2017
BUY
$48.84 - $49.29 $293 - $295
6 Added 0.37%
1,638 $322,000
Q2 2017

Aug 11, 2017
BUY
N/A
1,632
1,632 $313,000

Others Institutions Holding IWR

# of Institutions
1,637
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
Track This Portfolio

Track Segment Wealth Management, LLC Portfolio

Follow Segment Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Segment Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Segment Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email