Orgel Wealth Management LLC Takes Position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Orgel Wealth Management LLC acquired a new position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 8,421 shares of the company’s stock, valued at approximately $744,000.

Several other institutional investors have also recently made changes to their positions in the business. Legacy Investment Solutions LLC bought a new position in iShares Russell Mid-Cap ETF in the 3rd quarter worth approximately $26,000. First Pacific Financial bought a new position in shares of iShares Russell Mid-Cap ETF during the fourth quarter worth $27,000. Future Financial Wealth Managment LLC purchased a new position in iShares Russell Mid-Cap ETF during the third quarter valued at $30,000. Highline Wealth Partners LLC bought a new stake in iShares Russell Mid-Cap ETF in the 3rd quarter valued at $41,000. Finally, Transcendent Capital Group LLC increased its holdings in iShares Russell Mid-Cap ETF by 150.2% in the 3rd quarter. Transcendent Capital Group LLC now owns 523 shares of the company’s stock valued at $46,000 after acquiring an additional 314 shares during the last quarter.

iShares Russell Mid-Cap ETF Stock Up 0.5 %

IWR opened at $91.60 on Friday. The company has a market capitalization of $37.84 billion, a PE ratio of 20.27 and a beta of 1.02. The firm has a 50-day simple moving average of $91.56 and a two-hundred day simple moving average of $87.74. iShares Russell Mid-Cap ETF has a 52 week low of $75.15 and a 52 week high of $96.00.

iShares Russell Mid-Cap ETF Profile

iShares Russell Mid-Cap ETF (the Fund), formerly iShares Russell Midcap Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell Midcap Index (the Index). The Index measures the performance of the mid-capitalization sector of the United States equity market.