Wetherby Asset Management Inc Ishares Russell Mid Cap ETF Transaction History

Wetherby Asset Management Inc

  • $2.13 Billion
  • Q3 2024

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 $1.12 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,179
Previous 12,178 0.01%
Holding current value
$1.12 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

# of Institutions
1,467
Shares Held
361M
Call Options Held
126K
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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