Waldron Private Wealth LLC Ishares Russell Mid Cap ETF Transaction History

Waldron Private Wealth LLC

$2.28 Billion
Q2 2025

A detailed history of Waldron Private Wealth LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Waldron Private Wealth LLC holds 10,917 shares of IWR stock, worth $1.06 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,917

Previous 10,917 -0.0%

Holding current value

$1.06 Million

Previous $928,000 8.19%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$82.81 - $92.93 $2,732 - $3,066	-33 Reduced 0.3%	10,917 $928,000
Q4 2024 Jan 23, 2025	SELL	$87.25 - $95.52 $36,819 - $40,309	-422 Reduced 3.71%	10,950 $967,000
Q3 2024 Oct 21, 2024	BUY	$79.92 - $88.19 $508,930 - $561,593	6,368 Added 127.26%	11,372 $1 Million
Q2 2024 Jul 31, 2024	SELL	$78.66 - $83.59 $169,905 - $180,554	-2,160 Reduced 30.15%	5,004 $405,000
Q1 2023 Aug 29, 2024	BUY	$66.27 - $75.04 $143,143 - $162,086	2,160 Added 43.17%	7,164 $500,000
Q3 2021 Nov 02, 2021	SELL	$76.44 - $82.59 $4,127 - $4,459	-54 Reduced 0.75%	7,164 $560,000
Q1 2021 May 11, 2021	BUY	$67.45 - $75.68 $269 - $302	4 Added 0.06%	7,218 $533,000
Q4 2020 Feb 12, 2021	BUY	$57.75 - $68.61 $2,887 - $3,430	50 Added 0.7%	7,214 $494,000
Q4 2019 Feb 07, 2020	BUY	$54.12 - $59.69 $387,715 - $427,619	7,164 New	7,164 $427,000

Others Institutions Holding IWR

# of Institutions

1,609

Shares Held

377M

Call Options Held

198K

Put Options Held

37.3K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Waldron Private Wealth LLC Ishares Russell Mid Cap ETF Transaction History