Atlas Legacy Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Atlas Legacy Advisors, LLC

  • $571 Billion
  • Q4 2025

A detailed history of Atlas Legacy Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Atlas Legacy Advisors, LLC holds 143,667 shares of IWR stock, worth $13.6 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares
143,667
Previous 128,495 11.81%
Holding current value
$13.6 Million
Previous $12.4 Billion 11.53%
% of portfolio
2.42%
Previous 2.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
BUY
$94.02 - $97.61 $1.43 Million - $1.48 Million
15,172 Added 11.81%
143,667 $13.8 Billion
Q3 2025

Oct 30, 2025
SELL
$92.26 - $97.51 $699,976 - $739,808
-7,587 Reduced 5.58%
128,495 $12.4 Billion
Q2 2025

Aug 06, 2025
SELL
$74.88 - $91.97 $1.35 Million - $1.65 Million
-17,975 Reduced 11.67%
136,082 $12.5 Billion
Q1 2025

May 07, 2025
SELL
$82.81 - $92.93 $10.3 Million - $11.5 Million
-124,199 Reduced 44.63%
154,057 $13.1 Billion
Q4 2024

Jan 31, 2025
BUY
$87.25 - $95.52 $24.3 Million - $26.6 Million
278,256 New
278,256 $24.6 Billion

Others Institutions Holding IWR

# of Institutions
1,664
Shares Held
391M
Call Options Held
208K
Put Options Held
28K
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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