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

Tci Wealth Advisors, Inc.

$1.13 Billion
Q4 2024

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 5,028 shares of IWR stock, worth $430,095. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,028

Previous 5,307 5.26%

Holding current value

$430,095

Previous $467,000 4.93%

% of portfolio

0.04%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,537

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

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