Clearstead Trust, LLC Ishares Russell Mid Cap ETF Transaction History

Clearstead Trust, LLC

  • $526 Million
  • Q3 2025

A detailed history of Clearstead Trust, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Clearstead Trust, LLC holds 603 shares of IWR stock, worth $57,055. This represents 0.01% of its overall portfolio holdings.

Number of Shares
603
Previous 996 39.46%
Holding current value
$57,055
Previous $91,000 36.26%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 10, 2025
SELL
$92.26 - $97.51 $36,258 - $38,321
-393 Reduced 39.46%
603 $58,000
Q2 2025

Aug 08, 2025
BUY
$74.88 - $91.97 $59,604 - $73,208
796 Added 398.0%
996 $91,000
Q1 2024

May 10, 2024
BUY
$75.37 - $84.09 $15,074 - $16,818
200 New
200 $16,000
Q2 2020

Aug 17, 2020
SELL
$40.64 - $57.63 $142,240 - $201,705
-3,500 Closed
0 $0
Q1 2019

May 13, 2019
SELL
$45.53 - $54.18 $40,612 - $48,328
-892 Reduced 20.31%
3,500 $189,000
Q4 2018

Feb 13, 2019
BUY
$43.7 - $54.95 $191,930 - $241,340
4,392 New
4,392 $204,000

Others Institutions Holding IWR

# of Institutions
1,633
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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