Vanguard Personalized Indexing Management, LLC Ishares Russell Mid Cap ETF Transaction History

Vanguard Personalized Indexing Management, LLC

  • $6.09 Billion
  • Q3 2024

A detailed history of Vanguard Personalized Indexing Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Vanguard Personalized Indexing Management, LLC holds 15,152 shares of IWR stock, worth $1.4 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,152
Previous 15,085 0.44%
Holding current value
$1.4 Million
Previous $1.22 Million 9.16%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024
BUY
$79.92 - $88.19 $5,354 - $5,908
67 Added 0.44%
15,152 $1.34 Million
Q2 2024

Aug 12, 2024
BUY
$78.66 - $83.59 $186,738 - $198,442
2,374 Added 18.68%
15,085 $1.22 Million
Q1 2024

May 09, 2024
SELL
$75.37 - $84.09 $126,546 - $141,187
-1,679 Reduced 11.67%
12,711 $1.07 Million
Q4 2023

Feb 07, 2024
BUY
$64.84 - $78.27 $50,510 - $60,972
779 Added 5.72%
14,390 $1.12 Million
Q3 2023

Nov 08, 2023
SELL
$68.54 - $75.91 $9,458 - $10,475
-138 Reduced 1.0%
13,611 $942,000
Q2 2023

Jul 28, 2023
SELL
$67.49 - $73.03 $3,846 - $4,162
-57 Reduced 0.41%
13,749 $1 Million
Q1 2023

May 10, 2023
SELL
$66.27 - $75.04 $36,249 - $41,046
-547 Reduced 3.81%
13,806 $965,000
Q4 2022

Feb 10, 2023
BUY
$62.09 - $71.89 $37,626 - $43,565
606 Added 4.41%
14,353 $968,000
Q2 2021

Aug 11, 2021
BUY
$74.82 - $79.61 $568,632 - $605,036
7,600 Added 123.64%
13,747 $1.09 Million
Q1 2021

Apr 28, 2021
BUY
$67.45 - $75.68 $414,615 - $465,204
6,147 New
6,147 $454,000

Others Institutions Holding IWR

# of Institutions
1,393
Shares Held
341M
Call Options Held
131K
Put Options Held
21.9K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Vanguard Personalized Indexing Management, LLC Portfolio

Follow Vanguard Personalized Indexing Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vanguard Personalized Indexing Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vanguard Personalized Indexing Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email