Colonial Trust Advisors Ishares Russell Mid Cap ETF Transaction History

Colonial Trust Advisors

$1.28 Billion
Q3 2025

A detailed history of Colonial Trust Advisors transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Colonial Trust Advisors holds 4,731 shares of IWR stock, worth $447,647. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,731

Previous 4,731 -0.0%

Holding current value

$447,647

Previous $435,000 4.83%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$82.81 - $92.93 $47,118 - $52,877	-569 Reduced 10.74%	4,731 $402,000
Q1 2024 May 13, 2024	SELL	$75.37 - $84.09 $714,281 - $796,920	-9,477 Reduced 64.13%	5,300 $445,000
Q2 2023 Aug 14, 2023	SELL	$67.49 - $73.03 $134,980 - $146,060	-2,000 Reduced 11.92%	14,777 $1.08 Million
Q3 2022 Nov 14, 2022	SELL	$62.15 - $74.82 $15,537 - $18,705	-250 Reduced 1.47%	16,777 $1.04 Million
Q4 2021 Feb 14, 2022	BUY	$78.41 - $85.28 $899,911 - $978,758	11,477 Added 206.79%	17,027 $1.41 Million

Q1 2021 May 10, 2021	BUY	$67.45 - $75.68 $374,347 - $420,024	5,550 New	5,550 $410,000

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

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Colonial Trust Advisors Ishares Russell Mid Cap ETF Transaction History