First Foundation Advisors Ishares Russell Mid Cap ETF Transaction History

First Foundation Advisors

$2.59 Billion
Q4 2024

A detailed history of First Foundation Advisors transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, First Foundation Advisors holds 497,899 shares of IWR stock, worth $44.6 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares

497,899

Previous 469,235 6.11%

Holding current value

$44.6 Million

Previous $41.4 Million 6.42%

% of portfolio

1.7%

Previous 1.6%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$87.25 - $95.52 $2.5 Million - $2.74 Million	28,664 Added 6.11%	497,899 $44 Million
Q3 2024 Nov 13, 2024	BUY	$79.92 - $88.19 $2.71 Million - $3 Million	33,968 Added 7.8%	469,235 $41.4 Million
Q2 2024 Aug 06, 2024	BUY	$78.66 - $83.59 $1.11 Million - $1.18 Million	14,127 Added 3.35%	435,267 $35.3 Million
Q1 2024 May 09, 2024	BUY	$75.37 - $84.09 $1.73 Million - $1.93 Million	22,913 Added 5.75%	421,140 $35.4 Million
Q4 2023 Feb 14, 2024	BUY	$64.84 - $78.27 $3.3 Million - $3.98 Million	50,823 Added 14.63%	398,227 $31 Million
Q3 2023 Nov 15, 2023	BUY	$68.54 - $75.91 $2.88 Million - $3.19 Million	42,040 Added 13.77%	347,404 $24.1 Million
Q2 2023 Aug 14, 2023	BUY	$67.49 - $73.03 $536,410 - $580,442	7,948 Added 2.67%	305,364 $22.3 Million
Q1 2023 May 12, 2023	SELL	$66.27 - $75.04 $3.41 Million - $3.87 Million	-51,522 Reduced 14.77%	297,416 $20.8 Million
Q4 2022 Feb 14, 2023	BUY	$62.09 - $71.89 $6.57 Million - $7.61 Million	105,821 Added 43.53%	348,938 $23.5 Million
Q3 2022 Nov 10, 2022	BUY	$62.15 - $74.82 $7.64 Million - $9.19 Million	122,860 Added 102.16%	243,117 $15.1 Million
Q2 2022 Aug 12, 2022	BUY	$62.75 - $78.76 $7.01 Million - $8.79 Million	111,655 Added 1298.01%	120,257 $7.78 Million
Q1 2022 May 05, 2022	BUY	$72.29 - $82.89 $40,048 - $45,921	554 Added 6.88%	8,602 $671,000
Q4 2021 Feb 14, 2022	BUY	$78.41 - $85.28 $28,227 - $30,700	360 Added 4.68%	8,048 $668,000
Q3 2021 Nov 15, 2021	SELL	$76.44 - $82.59 $6,879 - $7,433	-90 Reduced 1.16%	7,688 $601,000
Q2 2021 Aug 13, 2021	BUY	$74.82 - $79.61 $7,481 - $7,961	100 Added 1.3%	7,778 $616,000
Q1 2021 May 18, 2021	SELL	$67.45 - $75.68 $202 - $227	-3 Reduced 0.04%	7,678 $568,000
Q4 2020 Feb 16, 2021	SELL	$57.75 - $68.61 $13,744 - $16,329	-238 Reduced 3.01%	7,681 $527,000
Q2 2020 Aug 14, 2020	SELL	$40.64 - $57.63 $8,778 - $12,448	-216 Reduced 2.66%	7,919 $424,000
Q1 2020 May 11, 2020	BUY	$36.81 - $61.96 $299,449 - $504,044	8,135 New	8,135 $351,000

Others Institutions Holding IWR

# of Institutions

1,536

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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First Foundation Advisors Ishares Russell Mid Cap ETF Transaction History