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

Taylor & Morgan Wealth Management, LLC

$128 Million
Q1 2025

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 115,407 shares of IWR stock, worth $10.2 Million. This represents 7.64% of its overall portfolio holdings.

Number of Shares

115,407

Previous 112,065 2.98%

Holding current value

$10.2 Million

Previous $9.91 Million 1.41%

% of portfolio

7.64%

Previous 7.17%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$82.81 - $92.93 $276,751 - $310,572	3,342 Added 2.98%	115,407 $9.77 Million
Q4 2024 Jan 15, 2025	BUY	$87.25 - $95.52 $61,685 - $67,532	707 Added 0.63%	112,065 $9.91 Million
Q3 2024 Oct 24, 2024	BUY	$79.92 - $88.19 $105,094 - $115,969	1,315 Added 1.19%	111,358 $9.82 Million
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

1,538

Shares Held

382M

Call Options Held

151K

Put Options Held

164K

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 Taylor & Morgan Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Taylor & Morgan Wealth Management, LLC with notifications on news.

Account

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