Wealthspire Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 174,485 shares of IWR stock, worth $15.6 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
174,485
Previous 154,810 12.71%
Holding current value
$15.6 Million
Previous $12.6 Million 22.53%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Nov 13, 2024
BUY
$79.92 - $88.19 $1.57 Million - $1.74 Million
19,675 Added 12.71%
174,485 $15.4 Million
Q2 2024

Aug 08, 2024
BUY
$78.66 - $83.59 $1.07 Million - $1.14 Million
13,609 Added 9.64%
154,810 $12.6 Million
Q1 2024

May 06, 2024
BUY
$75.37 - $84.09 $212,015 - $236,545
2,813 Added 2.03%
141,201 $11.9 Million
Q4 2023

Feb 06, 2024
BUY
$64.84 - $78.27 $292,104 - $352,606
4,505 Added 3.36%
138,388 $10.8 Million
Q3 2023

Nov 06, 2023
BUY
$68.54 - $75.91 $7.48 Million - $8.29 Million
109,170 Added 441.75%
133,883 $9.27 Million
Q1 2023

May 09, 2023
SELL
$66.27 - $75.04 $28,496 - $32,267
-430 Reduced 1.71%
24,713 $1.73 Million
Q4 2022

Feb 13, 2023
SELL
$62.09 - $71.89 $54,825 - $63,478
-883 Reduced 3.39%
25,143 $1.7 Million
Q3 2022

Nov 14, 2022
BUY
$62.15 - $74.82 $975,382 - $1.17 Million
15,694 Added 151.9%
26,026 $1.62 Million
Q2 2022

Aug 09, 2022
BUY
$62.75 - $78.76 $229,225 - $287,710
3,653 Added 54.69%
10,332 $668,000
Q1 2022

May 09, 2022
BUY
$72.29 - $82.89 $867 - $994
12 Added 0.18%
6,679 $521,000
Q4 2021

Feb 14, 2022
SELL
$78.41 - $85.28 $392 - $426
-5 Reduced 0.07%
6,667 $553,000
Q3 2021

Nov 15, 2021
SELL
$76.44 - $82.59 $13,071 - $14,122
-171 Reduced 2.5%
6,672 $522,000
Q2 2021

Aug 13, 2021
SELL
$74.82 - $79.61 $27,608 - $29,376
-369 Reduced 5.12%
6,843 $542,000
Q1 2021

May 17, 2021
BUY
$67.45 - $75.68 $809 - $908
12 Added 0.17%
7,212 $533,000
Q4 2020

Feb 16, 2021
BUY
$57.75 - $68.61 $415,800 - $493,992
7,200 New
7,200 $494,000
Q2 2020

Aug 14, 2020
SELL
$40.64 - $57.63 $193,446 - $274,318
-4,760 Closed
0 $0
Q1 2020

May 12, 2020
BUY
$36.81 - $61.96 $175,215 - $294,929
4,760 New
4,760 $205,000

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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