Wells Trecaso Financial Group, LLC Ishares Russell Mid Cap ETF Transaction History

Wells Trecaso Financial Group, LLC

  • $283 Million
  • Q1 2024

A detailed history of Wells Trecaso Financial Group, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Wells Trecaso Financial Group, LLC holds 11,799 shares of IWR stock, worth $951,117. This represents 0.35% of its overall portfolio holdings.

Number of Shares
11,799
Holding current value
$951,117
% of portfolio
0.35%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
BUY
$75.37 - $84.09 $889,290 - $992,177
11,799 New
11,799 $992,000
Q1 2022

Apr 14, 2022
SELL
$72.29 - $82.89 $523,018 - $599,709
-7,235 Closed
0 $0
Q3 2021

Nov 09, 2021
SELL
$76.44 - $82.59 $152,880 - $165,180
-2,000 Reduced 21.66%
7,235 $566,000
Q1 2021

Apr 19, 2021
BUY
$67.45 - $75.68 $9,105 - $10,216
135 Added 1.48%
9,235 $683,000
Q4 2020

Feb 04, 2021
SELL
$57.75 - $68.61 $404,250 - $480,270
-7,000 Reduced 43.48%
9,100 $624,000
Q1 2020

Apr 17, 2020
SELL
$36.81 - $61.96 $27,975 - $47,089
-760 Reduced 4.51%
16,100 $695,000
Q4 2019

Jan 31, 2020
SELL
$54.12 - $59.69 $108,240 - $119,380
-2,000 Reduced 10.6%
16,860 $1.01 Million
Q1 2019

Apr 18, 2019
BUY
$45.53 - $54.18 $2,731 - $3,250
60 Added 0.32%
18,860 $1.02 Million
Q4 2018

Jan 28, 2019
BUY
$43.7 - $54.95 $616,170 - $774,795
14,100 Added 300.0%
18,800 $874,000
Q3 2018

Oct 22, 2018
BUY
$52.87 - $56.02 $1,321 - $1,400
25 Added 0.53%
4,700 $1.04 Million
Q2 2018

Jul 25, 2018
SELL
$50.43 - $54.42 $88,101 - $95,071
-1,747 Reduced 27.2%
4,675 $992,000
Q4 2017

Apr 23, 2018
BUY
$49.53 - $52.32 $318,081 - $335,999
6,422
6,422 $1.34 Million

Others Institutions Holding IWR

# of Institutions
1,339
Shares Held
322M
Call Options Held
186K
Put Options Held
11.8K
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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