Wealthquest Corp Ishares Russell Mid Cap ETF Transaction History

Wealthquest Corp

  • $897 Million
  • Q3 2024

A detailed history of Wealthquest Corp transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Wealthquest Corp holds 9,666 shares of IWR stock, worth $882,892. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,666
Previous 10,699 9.66%
Holding current value
$882,892
Previous $867,000 1.85%
% of portfolio
0.09%
Previous 0.14%

Shares

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

Nov 21, 2024
SELL
$79.92 - $88.19 $82,557 - $91,100
-1,033 Reduced 9.66%
9,666 $851,000
Q2 2024

Aug 26, 2024
BUY
$78.66 - $83.59 $3,539 - $3,761
45 Added 0.42%
10,699 $867,000
Q1 2024

May 09, 2024
BUY
$75.37 - $84.09 $4,974 - $5,549
66 Added 0.62%
10,654 $895,000
Q4 2023

Feb 15, 2024
SELL
$64.84 - $78.27 $1,750 - $2,113
-27 Reduced 0.25%
10,588 $823,000
Q3 2023

Nov 15, 2023
BUY
$68.54 - $75.91 $8,910 - $9,868
130 Added 1.24%
10,615 $735,000
Q2 2023

Aug 14, 2023
SELL
$67.49 - $73.03 $4,116 - $4,454
-61 Reduced 0.58%
10,485 $765,000
Q4 2022

Feb 10, 2023
SELL
$62.09 - $71.89 $44,394 - $51,401
-715 Reduced 6.35%
10,546 $711,000
Q3 2022

Nov 08, 2022
SELL
$62.15 - $74.82 $3.48 Million - $4.19 Million
-56,054 Reduced 83.27%
11,261 $699,000
Q2 2022

Aug 12, 2022
BUY
$62.75 - $78.76 $3.64 Million - $4.57 Million
58,070 Added 628.12%
67,315 $4.35 Million
Q4 2021

Feb 14, 2022
SELL
$78.41 - $85.28 $295,292 - $321,164
-3,766 Reduced 28.94%
9,245 $767,000
Q3 2021

Nov 15, 2021
SELL
$76.44 - $82.59 $74,146 - $80,112
-970 Reduced 6.94%
13,011 $1.02 Million
Q2 2021

Aug 10, 2021
SELL
$74.82 - $79.61 $12,794 - $13,613
-171 Reduced 1.21%
13,981 $1.11 Million
Q2 2020

Aug 11, 2020
BUY
$40.64 - $57.63 $575,137 - $815,579
14,152 New
14,152 $758,000
Q1 2019

Apr 18, 2019
SELL
$45.53 - $54.18 $51,448 - $61,223
-1,130 Closed
0 $0
Q4 2018

Jan 23, 2019
BUY
$43.7 - $54.95 $49,381 - $62,093
1,130 New
1,130 $249,000

Others Institutions Holding IWR

# of Institutions
1,410
Shares Held
341M
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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