Heritage Financial Services, LLC Ishares Russell Mid Cap ETF Transaction History

Heritage Financial Services, LLC

  • $1.09 Billion
  • Q3 2025

A detailed history of Heritage Financial Services, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 2,677 shares of IWR stock, worth $253,297. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,677
Previous 3,129 14.45%
Holding current value
$253,297
Previous $287,000 10.1%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 30, 2025
SELL
$92.26 - $97.51 $41,701 - $44,074
-452 Reduced 14.45%
2,677 $258,000
Q2 2025

Jul 18, 2025
BUY
$74.88 - $91.97 $8,536 - $10,484
114 Added 3.78%
3,129 $287,000
Q1 2025

May 14, 2025
BUY
$82.81 - $92.93 $51,176 - $57,430
618 Added 25.78%
3,015 $256,000
Q4 2024

Jan 23, 2025
BUY
$87.25 - $95.52 $9,772 - $10,698
112 Added 4.9%
2,397 $211,000
Q3 2024

Oct 23, 2024
BUY
$79.92 - $88.19 $182,617 - $201,514
2,285 New
2,285 $201,000
Q2 2022

Jul 19, 2022
BUY
$62.75 - $78.76 $25,100 - $31,504
400 New
400 $25,000

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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