Tolleson Wealth Management, Inc. Ishares Russell Mid Cap ETF Transaction History

Tolleson Wealth Management, Inc.

  • $518 Million
  • Q1 2025

A detailed history of Tolleson Wealth Management, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 70,479 shares of IWR stock, worth $6.24 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
70,479
Previous 73,356 3.92%
Holding current value
$6.24 Million
Previous $6.49 Million 7.54%
% of portfolio
1.16%
Previous 1.33%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$82.81 - $92.93 $238,244 - $267,359
-2,877 Reduced 3.92%
70,479 $6 Million
Q4 2024

Feb 14, 2025
SELL
$87.25 - $95.52 $25,564 - $27,987
-293 Reduced 0.4%
73,356 $6.49 Million
Q3 2024

Nov 14, 2024
SELL
$79.92 - $88.19 $7,752 - $8,554
-97 Reduced 0.13%
73,649 $6.49 Million
Q2 2024

Aug 14, 2024
SELL
$78.66 - $83.59 $31,778 - $33,770
-404 Reduced 0.54%
73,746 $5.98 Million
Q1 2024

May 15, 2024
SELL
$75.37 - $84.09 $65,873 - $73,494
-874 Reduced 1.16%
74,150 $6.24 Million
Q4 2023

Feb 14, 2024
SELL
$64.84 - $78.27 $125,465 - $151,452
-1,935 Reduced 2.51%
75,024 $5.83 Million
Q3 2023

Nov 14, 2023
SELL
$68.54 - $75.91 $134,955 - $149,466
-1,969 Reduced 2.49%
76,959 $5.35 Million
Q2 2023

Aug 14, 2023
SELL
$67.49 - $73.03 $91,921 - $99,466
-1,362 Reduced 1.7%
78,928 $5.76 Million
Q1 2023

May 15, 2023
SELL
$66.27 - $75.04 $45,991 - $52,077
-694 Reduced 0.86%
80,290 $5.61 Million
Q3 2022

Nov 14, 2022
SELL
$62.15 - $74.82 $62,460 - $75,194
-1,005 Reduced 1.23%
80,984 $5.03 Million
Q1 2022

May 16, 2022
SELL
$72.29 - $82.89 $172,556 - $197,858
-2,387 Reduced 2.83%
81,989 $6.4 Million
Q4 2021

Feb 14, 2022
SELL
$78.41 - $85.28 $943,272 - $1.03 Million
-12,030 Reduced 12.48%
84,376 $7 Million
Q3 2021

Nov 15, 2021
SELL
$76.44 - $82.59 $126,584 - $136,769
-1,656 Reduced 1.69%
96,406 $7.54 Million
Q1 2021

May 05, 2021
SELL
$67.45 - $75.68 $11,533 - $12,941
-171 Reduced 0.17%
98,062 $7.25 Million
Q4 2020

Feb 16, 2021
BUY
$57.75 - $68.61 $9,875 - $11,732
171 Added 0.17%
98,233 $6.73 Million
Q3 2020

Nov 16, 2020
BUY
$53.47 - $60.19 $1.16 Million - $1.3 Million
21,621 Added 28.28%
98,062 $5.63 Million
Q2 2020

Aug 14, 2020
BUY
$40.64 - $57.63 $35,885 - $50,887
883 Added 1.17%
76,441 $4.1 Million
Q3 2019

Nov 14, 2019
BUY
$53.6 - $57.42 $4.05 Million - $4.34 Million
75,558 New
75,558 $4.23 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

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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