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 5,307 shares of IWR stock, worth $473,490. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,307
Previous 5,307 -0.0%
Holding current value
$473,490
Previous $430,000 8.6%
% of portfolio
0.04%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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