Triumph Capital Management Ishares Russell Mid Cap ETF Transaction History

Triumph Capital Management

$270 Million
Q4 2024

A detailed history of Triumph Capital Management transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Triumph Capital Management holds 59,120 shares of IWR stock, worth $5.31 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares

59,120

Previous 59,536 0.7%

Holding current value

$5.31 Million

Previous $5.25 Million 0.4%

% of portfolio

1.94%

Previous 2.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$87.25 - $95.52 $36,296 - $39,736	-416 Reduced 0.7%	59,120 $5.23 Million
Q3 2024 Feb 14, 2025	BUY	$79.92 - $88.19 $25,574 - $28,220	320 Added 0.54%	59,536 $5.25 Million
Q2 2024 Feb 14, 2025	BUY	$78.66 - $83.59 $152,364 - $161,913	1,937 Added 3.38%	59,216 $4.8 Million
Q1 2024 Apr 25, 2024	SELL	$75.37 - $84.09 $681,721 - $760,594	-9,045 Reduced 13.64%	57,279 $4.82 Million
Q4 2023 Feb 05, 2024	BUY	$64.84 - $78.27 $413,484 - $499,127	6,377 Added 10.64%	66,324 $5.16 Million
Q3 2023 Oct 31, 2023	BUY	$68.54 - $75.91 $87,182 - $96,557	1,272 Added 2.17%	59,947 $4.15 Million
Q2 2023 Aug 03, 2023	SELL	$67.49 - $73.03 $360,396 - $389,980	-5,340 Reduced 8.34%	58,675 $4.29 Million
Q1 2023 May 08, 2023	BUY	$66.27 - $75.04 $4.24 Million - $4.8 Million	64,015 New	64,015 $4.48 Million

Others Institutions Holding IWR

# of Institutions

1,533

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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Triumph Capital Management Ishares Russell Mid Cap ETF Transaction History