Bruce G. Allen Investments, LLC Ishares Russell Mid Cap ETF Transaction History

Bruce G. Allen Investments, LLC

$140 Billion
Q3 2025

A detailed history of Bruce G. Allen Investments, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 3,508 shares of IWR stock, worth $331,926. This represents 0.24% of its overall portfolio holdings.

Number of Shares

3,508

Previous 3,496 0.34%

Holding current value

$331,926

Previous $322 Million 5.33%

% of portfolio

0.24%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$92.26 - $97.51 $1,107 - $1,170	12 Added 0.34%	3,508 $339 Million
Q2 2025 Jul 09, 2025	BUY	$74.88 - $91.97 $748 - $919	10 Added 0.29%	3,496 $322 Million
Q1 2025 Apr 14, 2025	BUY	$82.81 - $92.93 $910 - $1,022	11 Added 0.32%	3,486 $297 Million
Q4 2024 Jan 10, 2025	BUY	$87.25 - $95.52 $1,047 - $1,146	12 Added 0.35%	3,475 $307 Million
Q3 2024 Oct 08, 2024	BUY	$79.92 - $88.19 $1,198 - $1,322	15 Added 0.44%	3,463 $305 Million

Q2 2024 Jul 12, 2024	BUY	$78.66 - $83.59 $707 - $752	9 Added 0.26%	3,448 $280 Million
Q1 2024 Apr 10, 2024	BUY	$75.37 - $84.09 $678 - $756	9 Added 0.26%	3,439 $289 Million
Q4 2023 Jan 10, 2024	BUY	$64.84 - $78.27 $222,401 - $268,466	3,430 New	3,430 $267 Million

Others Institutions Holding IWR

# of Institutions

1,635

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 Bruce G. Allen Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bruce G. Allen Investments, LLC with notifications on news.

Account

Bruce G. Allen Investments, LLC Ishares Russell Mid Cap ETF Transaction History