Wooster Corthell Wealth Management, Inc. Ishares Russell Mid Cap ETF Transaction History

Wooster Corthell Wealth Management, Inc.

  • $459 Million
  • Q4 2024

A detailed history of Wooster Corthell Wealth Management, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Wooster Corthell Wealth Management, Inc. holds 14,211 shares of IWR stock, worth $1.3 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
14,211
Previous 14,615 2.76%
Holding current value
$1.3 Million
Previous $1.29 Million 2.48%
% of portfolio
0.27%
Previous 0.27%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$87.25 - $95.52 $35,249 - $38,590
-404 Reduced 2.76%
14,211 $1.26 Million
Q3 2024

Oct 21, 2024
SELL
$79.92 - $88.19 $3,116 - $3,439
-39 Reduced 0.27%
14,615 $1.29 Million
Q2 2024

Jul 25, 2024
SELL
$78.66 - $83.59 $24,541 - $26,080
-312 Reduced 2.08%
14,654 $1.19 Million
Q1 2024

Apr 29, 2024
SELL
$75.37 - $84.09 $34,820 - $38,849
-462 Reduced 2.99%
14,966 $1.26 Million
Q4 2023

Jan 18, 2024
BUY
$64.84 - $78.27 $49,343 - $59,563
761 Added 5.19%
15,428 $1.2 Million
Q3 2023

Oct 27, 2023
SELL
$68.54 - $75.91 $193,968 - $214,825
-2,830 Reduced 16.17%
14,667 $1.02 Million
Q2 2023

Jul 17, 2023
BUY
$67.49 - $73.03 $43,531 - $47,104
645 Added 3.83%
17,497 $1.28 Million
Q1 2023

May 01, 2023
SELL
$66.27 - $75.04 $2,650 - $3,001
-40 Reduced 0.24%
16,852 $1.18 Million
Q4 2022

Jan 25, 2023
BUY
$62.09 - $71.89 $405,882 - $469,944
6,537 Added 63.13%
16,892 $0
Q3 2022

Oct 31, 2022
BUY
$62.15 - $74.82 $448,723 - $540,200
7,220 Added 230.3%
10,355 $644,000
Q2 2022

Jul 22, 2022
BUY
$62.75 - $78.76 $196,721 - $246,912
3,135 New
3,135 $203,000

Others Institutions Holding IWR

# of Institutions
1,426
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
Track This Portfolio

Track Wooster Corthell Wealth Management, Inc. Portfolio

Follow Wooster Corthell Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wooster Corthell Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wooster Corthell Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email