A detailed history of Tortoise Investment Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 2,700 shares of IWR stock, worth $237,222. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,700
Previous 2,915 7.38%
Holding current value
$237,222
Previous $236,000 0.42%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$79.92 - $88.19 $17,182 - $18,960
-215 Reduced 7.38%
2,700 $237,000
Q2 2024

Aug 01, 2024

SELL
$78.66 - $83.59 $38,150 - $40,541
-485 Reduced 14.26%
2,915 $236,000
Q4 2018

Feb 08, 2019

BUY
$43.7 - $54.95 $111,435 - $140,122
2,550 Added 300.0%
3,400 $158,000
Q3 2018

Nov 20, 2018

SELL
$52.87 - $56.02 $528 - $560
-10 Reduced 1.16%
850 $187,000
Q4 2017

Jan 31, 2018

SELL
$49.53 - $52.32 $495 - $523
-10 Reduced 1.15%
860 $179,000
Q3 2017

Nov 15, 2017

BUY
$48.84 - $49.29 $42,490 - $42,882
870
870 $172,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


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