Crestwood Advisors Group LLC Ishares Russell Mid Cap ETF Transaction History

Crestwood Advisors Group LLC

  • $5.73 Billion
  • Q3 2025

A detailed history of Crestwood Advisors Group LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 7,026 shares of IWR stock, worth $664,800. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,026
Previous 5,129 36.99%
Holding current value
$664,800
Previous $471,000 43.95%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2025
BUY
$92.26 - $97.51 $175,017 - $184,976
1,897 Added 36.99%
7,026 $678,000
Q2 2025

Aug 05, 2025
BUY
$74.88 - $91.97 $143,994 - $176,858
1,923 Added 59.98%
5,129 $471,000
Q1 2025

May 05, 2025
BUY
$82.81 - $92.93 $265,488 - $297,933
3,206 New
3,206 $272,000
Q1 2024

May 08, 2024
BUY
$75.37 - $84.09 $182,772 - $203,918
2,425 New
2,425 $203,000
Q1 2020

May 15, 2020
SELL
$36.81 - $61.96 $351,829 - $592,213
-9,558 Closed
0 $0
Q3 2019

Nov 13, 2019
SELL
$53.6 - $57.42 $4,556 - $4,880
-85 Reduced 0.88%
9,558 $535,000
Q1 2019

May 09, 2019
BUY
$45.53 - $54.18 $439,045 - $522,457
9,643 New
9,643 $520,000

Others Institutions Holding IWR

# of Institutions
1,638
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
Track This Portfolio

Track Crestwood Advisors Group LLC Portfolio

Follow Crestwood Advisors Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Crestwood Advisors Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email