Unique Wealth, LLC Ishares Russell Mid Cap ETF Transaction History

Unique Wealth, LLC

  • $529 Billion
  • Q1 2025

A detailed history of Unique Wealth, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Unique Wealth, LLC holds 161,368 shares of IWR stock, worth $14.4 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares
161,368
Previous 122,145 32.11%
Holding current value
$14.4 Million
Previous $10.8 Billion 27.14%
% of portfolio
2.59%
Previous 2.25%

Shares

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

Apr 11, 2025
BUY
$82.81 - $92.93 $3.25 Million - $3.64 Million
39,223 Added 32.11%
161,368 $13.7 Billion
Q4 2024

Jan 13, 2025
BUY
$87.25 - $95.52 $1.36 Million - $1.49 Million
15,556 Added 14.59%
122,145 $10.8 Billion
Q3 2024

Oct 03, 2024
BUY
$79.92 - $88.19 $2.01 Million - $2.22 Million
25,117 Added 30.83%
106,589 $9.39 Billion
Q2 2024

Jul 18, 2024
BUY
$78.66 - $83.59 $743,651 - $790,259
9,454 Added 13.13%
81,472 $6.61 Billion
Q1 2024

Apr 11, 2024
BUY
$75.37 - $84.09 $489,377 - $545,996
6,493 Added 9.91%
72,018 $6.06 Billion
Q4 2023

Jan 11, 2024
BUY
$64.84 - $78.27 $2.37 Million - $2.86 Million
36,496 Added 125.72%
65,525 $5.09 Billion
Q3 2023

Oct 10, 2023
BUY
$68.54 - $75.91 $710,074 - $786,427
10,360 Added 55.49%
29,029 $2.01 Billion
Q2 2023

Jul 21, 2023
BUY
$67.49 - $73.03 $68,637 - $74,271
1,017 Added 5.76%
18,669 $1.36 Billion
Q1 2023

Apr 20, 2023
BUY
$66.27 - $75.04 $123,593 - $139,949
1,865 Added 11.81%
17,652 $1.23 Billion
Q4 2022

Jan 25, 2023
BUY
$62.09 - $71.89 $980,214 - $1.13 Million
15,787 New
15,787 $1.06 Billion

Others Institutions Holding IWR

# of Institutions
1,536
Shares Held
382M
Call Options Held
151K
Put Options Held
163K
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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