Taylor & Morgan Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Taylor & Morgan Wealth Management, LLC

  • $139 Million
  • Q2 2024

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 110,043 shares of IWR stock, worth $9.64 Million. This represents 6.4% of its overall portfolio holdings.

Number of Shares
110,043
Previous 106,318 3.5%
Holding current value
$9.64 Million
Previous $8.94 Million 0.2%
% of portfolio
6.4%
Previous 6.62%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
BUY
$78.66 - $83.59 $293,008 - $311,372
3,725 Added 3.5%
110,043 $8.92 Million
Q1 2024

Apr 15, 2024
BUY
$75.37 - $84.09 $906,701 - $1.01 Million
12,030 Added 12.76%
106,318 $8.94 Million
Q4 2023

Jan 10, 2024
BUY
$64.84 - $78.27 $219,094 - $264,474
3,379 Added 3.72%
94,288 $7.33 Million
Q3 2023

Oct 05, 2023
SELL
$68.54 - $75.91 $185,606 - $205,564
-2,708 Reduced 2.89%
90,909 $6.3 Million
Q2 2023

Jul 13, 2023
BUY
$67.49 - $73.03 $1.33 Million - $1.44 Million
19,725 Added 26.69%
93,617 $6.84 Million
Q1 2023

Apr 06, 2023
BUY
$66.27 - $75.04 $531,684 - $602,045
8,023 Added 12.18%
73,892 $5.17 Million
Q4 2022

Jan 17, 2023
BUY
$62.09 - $71.89 $114,059 - $132,061
1,837 Added 2.87%
65,869 $0
Q3 2022

Oct 12, 2022
SELL
$62.15 - $74.82 $137,786 - $165,875
-2,217 Reduced 3.35%
64,032 $3.98 Million
Q2 2022

Jul 08, 2022
BUY
$62.75 - $78.76 $97,890 - $122,865
1,560 Added 2.41%
66,249 $4.28 Million
Q1 2022

Apr 18, 2022
BUY
$72.29 - $82.89 $1.1 Million - $1.26 Million
15,229 Added 30.79%
64,689 $5.05 Million
Q4 2021

Jan 21, 2022
BUY
$78.41 - $85.28 $3.88 Million - $4.22 Million
49,460 New
49,460 $4.11 Million

Others Institutions Holding IWR

# of Institutions
1,337
Shares Held
341M
Call Options Held
126K
Put Options Held
14.1K
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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