Invera Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Invera Wealth Advisors, LLC

  • $152 Million
  • Q3 2025

A detailed history of Invera Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 4,520 shares of IWR stock, worth $427,682. This represents 0.29% of its overall portfolio holdings.

Number of Shares
4,520
Previous 4,520 -0.0%
Holding current value
$427,682
Previous $415,000 5.06%
% of portfolio
0.29%
Previous 0.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Oct 29, 2025
SELL
$74.88 - $91.97 $2,096 - $2,575
-28 Reduced 0.62%
4,520 $415,000
Q1 2025

Oct 29, 2025
BUY
$82.81 - $92.93 $376,619 - $422,645
4,548 New
4,548 $386,000
Q4 2023

Apr 22, 2024
BUY
$64.84 - $78.27 $307,665 - $371,391
4,745 New
4,745 $369 Million
Q4 2023

Jan 16, 2024
BUY
$64.84 - $78.27 $307,665 - $371,391
4,745 New
4,745 $369,000

Others Institutions Holding IWR

# of Institutions
1,638
Shares Held
391M
Call Options Held
208K
Put Options Held
28.7K
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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