Tci Wealth Advisors, Inc. Ishares Russell Mid Cap ETF Transaction History

Tci Wealth Advisors, Inc.

$1.15 Billion
Q1 2025

A detailed history of Tci Wealth Advisors, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 7,732 shares of IWR stock, worth $687,838. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,732

Previous 5,028 53.78%

Holding current value

$687,838

Previous $444,000 47.97%

% of portfolio

0.06%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$82.81 - $92.93 $223,918 - $251,282	2,704 Added 53.78%	7,732 $657,000
Q4 2024 Jan 23, 2025	SELL	$87.25 - $95.52 $24,342 - $26,650	-279 Reduced 5.26%	5,028 $444,000
Q1 2024 May 07, 2024	SELL	$75.37 - $84.09 $1,356 - $1,513	-18 Reduced 0.34%	5,307 $446,000
Q4 2023 Feb 06, 2024	BUY	$64.84 - $78.27 $1,102 - $1,330	17 Added 0.32%	5,325 $413,000
Q2 2023 Aug 04, 2023	SELL	$67.49 - $73.03 $21,596 - $23,369	-320 Reduced 5.69%	5,308 $387,000
Q1 2023 May 03, 2023	BUY	$66.27 - $75.04 $354,411 - $401,313	5,348 Added 1910.0%	5,628 $393,000
Q4 2022 Feb 06, 2023	SELL	$62.09 - $71.89 $248 - $287	-4 Reduced 1.41%	280 $18,000
Q3 2022 Nov 08, 2022	SELL	$62.15 - $74.82 $25,792 - $31,050	-415 Reduced 59.37%	284 $18,000
Q2 2022 Jul 19, 2022	BUY	$62.75 - $78.76 $26,041 - $32,685	415 Added 146.13%	699 $45,000
Q1 2022 Apr 29, 2022	BUY	$72.29 - $82.89 $289 - $331	4 Added 1.43%	284 $22,000
Q4 2019 Jan 27, 2020	SELL	$54.12 - $59.69 $3,138 - $3,462	-58 Reduced 17.16%	280 $17,000
Q3 2019 Oct 17, 2019	BUY	$53.6 - $57.42 $18,116 - $19,407	338 New	338 $19,000

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

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Tci Wealth Advisors, Inc. Ishares Russell Mid Cap ETF Transaction History