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

Aptus Capital Advisors, LLC

$12.7 Billion
Q3 2025

A detailed history of Aptus Capital Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 71,226 shares of IWR stock, worth $6.74 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

71,226

Previous 71,797 0.8%

Holding current value

$6.74 Million

Previous $6.6 Million 4.13%

% of portfolio

0.05%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$92.26 - $97.51 $52,680 - $55,678	-571 Reduced 0.8%	71,226 $6.88 Million
Q2 2025 Aug 11, 2025	BUY	$74.88 - $91.97 $39,761 - $48,836	531 Added 0.75%	71,797 $6.6 Million
Q1 2025 May 13, 2025	SELL	$82.81 - $92.93 $4,637 - $5,204	-56 Reduced 0.08%	71,266 $6.06 Million
Q4 2024 Feb 14, 2025	SELL	$87.25 - $95.52 $71,457 - $78,230	-819 Reduced 1.14%	71,322 $6.3 Million
Q3 2024 Nov 05, 2024	BUY	$79.92 - $88.19 $5.04 Million - $5.56 Million	63,024 Added 691.28%	72,141 $6.36 Million

Q2 2024 Jul 31, 2024	SELL	$78.66 - $83.59 $9,675 - $10,281	-123 Reduced 1.33%	9,117 $739,000
Q1 2024 May 15, 2024	BUY	$75.37 - $84.09 $36,855 - $41,120	489 Added 5.59%	9,240 $776,000
Q4 2023 Feb 13, 2024	SELL	$64.84 - $78.27 $5,770 - $6,966	-89 Reduced 1.01%	8,751 $680,000
Q3 2023 Nov 08, 2023	BUY	$68.54 - $75.91 $9,389 - $10,399	137 Added 1.57%	8,840 $612,000
Q4 2022 Feb 13, 2023	BUY	$62.09 - $71.89 $7,761 - $8,986	125 Added 1.46%	8,703 $587,000
Q3 2022 Nov 02, 2022	SELL	$62.15 - $74.82 $12,181 - $14,664	-196 Reduced 2.23%	8,578 $533,000
Q2 2022 Jul 29, 2022	BUY	$62.75 - $78.76 $13,303 - $16,697	212 Added 2.48%	8,774 $567,000
Q1 2022 May 04, 2022	BUY	$72.29 - $82.89 $3,325 - $3,812	46 Added 0.54%	8,562 $668,000
Q1 2019 May 15, 2019	BUY	$45.53 - $54.18 $387,733 - $461,396	8,516 New	8,516 $459,000

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

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.

Account

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