A detailed history of Wetherby Asset Management Inc transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Wetherby Asset Management Inc holds 12,179 shares of IWR stock, worth $1.07 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,179
Previous 12,178 0.01%
Holding current value
$1.07 Million
Previous $987,000 8.71%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 14, 2024

BUY
$79.92 - $88.19 $79 - $88
1 Added 0.01%
12,179 $1.07 Million
Q2 2024

Aug 14, 2024

BUY
$78.66 - $83.59 $92,110 - $97,883
1,171 Added 10.64%
12,178 $987,000
Q1 2024

May 15, 2024

SELL
$75.37 - $84.09 $4,597 - $5,129
-61 Reduced 0.55%
11,007 $925,000
Q4 2023

Feb 14, 2024

SELL
$64.84 - $78.27 $2.23 Million - $2.7 Million
-34,450 Reduced 75.68%
11,068 $860,000
Q3 2023

Nov 14, 2023

SELL
$68.54 - $75.91 $205 - $227
-3 Reduced 0.01%
45,518 $3.15 Million
Q2 2023

Aug 14, 2023

BUY
$67.49 - $73.03 $202 - $219
3 Added 0.01%
45,521 $3.32 Million
Q1 2023

May 12, 2023

SELL
$66.27 - $75.04 $116,701 - $132,145
-1,761 Reduced 3.72%
45,518 $3.18 Million
Q3 2022

Nov 14, 2022

SELL
$62.15 - $74.82 $124 - $149
-2 Reduced -0.0%
47,279 $2.94 Million
Q2 2022

Aug 15, 2022

BUY
$62.75 - $78.76 $82,202 - $103,175
1,310 Added 2.85%
47,281 $3.06 Million
Q1 2022

May 16, 2022

BUY
$72.29 - $82.89 $80,603 - $92,422
1,115 Added 2.49%
45,971 $3.59 Million
Q2 2021

Aug 16, 2021

BUY
$74.82 - $79.61 $2.5 Million - $2.66 Million
33,468 Added 293.89%
44,856 $3.56 Million
Q1 2021

May 14, 2021

SELL
$67.45 - $75.68 $2.43 Million - $2.73 Million
-36,093 Reduced 76.02%
11,388 $842,000
Q4 2020

Feb 11, 2021

BUY
$57.75 - $68.61 $2.38 Million - $2.83 Million
41,256 Added 662.75%
47,481 $3.26 Million
Q3 2020

Dec 16, 2020

SELL
$53.47 - $60.19 $1.79 Million - $2.01 Million
-33,468 Reduced 84.32%
6,225 $357,000
Q3 2020

Nov 13, 2020

BUY
$53.47 - $60.19 $1.82 Million - $2.05 Million
34,051 Added 603.53%
39,693 $2.28 Million
Q2 2020

Aug 14, 2020

BUY
$40.64 - $57.63 $229,290 - $325,148
5,642 New
5,642 $302,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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