Thrive Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Thrive Wealth Management, LLC

  • $659 Million
  • Q4 2025

A detailed history of Thrive Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Thrive Wealth Management, LLC holds 2,633 shares of IWR stock, worth $249,134. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,633
Previous 2,593 1.54%
Holding current value
$249,134
Previous $250,000 0.4%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$94.02 - $97.61 $3,760 - $3,904
40 Added 1.54%
2,633 $249,000
Q1 2025

Apr 10, 2025
SELL
$82.81 - $92.93 $21,779 - $24,440
-263 Reduced 9.21%
2,593 $219,000
Q4 2024

Jan 16, 2025
BUY
$87.25 - $95.52 $19,282 - $21,109
221 Added 8.39%
2,856 $252,000
Q3 2024

Oct 04, 2024
BUY
$79.92 - $88.19 $159 - $176
2 Added 0.08%
2,635 $232,000
Q1 2024

Apr 15, 2024
BUY
$75.37 - $84.09 $75 - $84
1 Added 0.04%
2,633 $221,000
Q4 2023

Jan 09, 2024
BUY
$64.84 - $78.27 $170,658 - $206,006
2,632 New
2,632 $204,000

Others Institutions Holding IWR

# of Institutions
1,647
Shares Held
392M
Call Options Held
208K
Put Options Held
28.7K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Thrive Wealth Management, LLC Portfolio

Follow Thrive Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Thrive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Thrive Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email