Triumph Capital Management Ishares Russell Mid Cap ETF Transaction History

Triumph Capital Management

  • $234 Million
  • Q1 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 57,279 shares of IWR stock, worth $5.22 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares
57,279
Previous 66,324 13.64%
Holding current value
$5.22 Million
Previous $5.16 Million 6.58%
% of portfolio
2.06%
Previous 2.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,408
Shares Held
340M
Call Options Held
130K
Put Options Held
26.6K
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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