Advisors Capital Management, LLC Ishares Russell Mid Cap ETF Transaction History

Advisors Capital Management, LLC

  • $7.61 Billion
  • Q3 2025

A detailed history of Advisors Capital Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Advisors Capital Management, LLC holds 10,108 shares of IWR stock, worth $956,418. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,108
Previous 10,148 0.39%
Holding current value
$956,418
Previous $933,000 4.5%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$92.26 - $97.51 $3,690 - $3,900
-40 Reduced 0.39%
10,108 $975,000
Q2 2025

Aug 08, 2025
SELL
$74.88 - $91.97 $2,021 - $2,483
-27 Reduced 0.27%
10,148 $933,000
Q1 2025

May 27, 2025
SELL
$82.81 - $92.93 $71,382 - $80,105
-862 Reduced 7.81%
10,175 $865,000
Q4 2024

Feb 13, 2025
BUY
$87.25 - $95.52 $205,648 - $225,140
2,357 Added 27.15%
11,037 $975,000
Q3 2024

Nov 14, 2024
SELL
$79.92 - $88.19 $232,727 - $256,809
-2,912 Reduced 25.12%
8,680 $765,000
Q2 2024

Aug 09, 2024
SELL
$78.66 - $83.59 $11,956 - $12,705
-152 Reduced 1.29%
11,592 $940,000
Q1 2024

May 06, 2024
BUY
$75.37 - $84.09 $196,263 - $218,970
2,604 Added 28.49%
11,744 $988,000
Q4 2023

Feb 14, 2024
BUY
$64.84 - $78.27 $78,780 - $95,098
1,215 Added 15.33%
9,140 $710,000
Q3 2023

Nov 15, 2023
SELL
$68.54 - $75.91 $7,265 - $8,046
-106 Reduced 1.32%
7,925 $549,000
Q2 2023

Aug 03, 2023
SELL
$67.49 - $73.03 $39,414 - $42,649
-584 Reduced 6.78%
8,031 $587,000
Q1 2023

May 04, 2023
BUY
$66.27 - $75.04 $157,788 - $178,670
2,381 Added 38.19%
8,615 $602,000
Q4 2022

Feb 13, 2023
BUY
$62.09 - $71.89 $94,438 - $109,344
1,521 Added 32.27%
6,234 $421,000
Q3 2022

Nov 16, 2022
BUY
$62.15 - $74.82 $6,650 - $8,005
107 Added 2.32%
4,713 $329,000
Q2 2022

Aug 12, 2022
BUY
$62.75 - $78.76 $51,894 - $65,134
827 Added 21.88%
4,606 $298,000
Q3 2021

Nov 12, 2021
BUY
$76.44 - $82.59 $14,370 - $15,526
188 Added 5.24%
3,779 $296,000
Q2 2021

Aug 02, 2021
BUY
$74.82 - $79.61 $30,975 - $32,958
414 Added 13.03%
3,591 $285,000
Q1 2021

May 12, 2021
BUY
$67.45 - $75.68 $214,288 - $240,435
3,177 New
3,177 $234,000

Others Institutions Holding IWR

# of Institutions
1,644
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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