Herold Advisors, Inc. Ishares Russell Mid Cap ETF Transaction History

Herold Advisors, Inc.

  • $411 Million
  • Q3 2025

A detailed history of Herold Advisors, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Herold Advisors, Inc. holds 5,000 shares of IWR stock, worth $473,100. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,000
Previous 3,550 40.85%
Holding current value
$473,100
Previous $326,000 47.85%
% of portfolio
0.12%
Previous 0.07%

Shares

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

Nov 13, 2025
BUY
$92.26 - $97.51 $133,777 - $141,389
1,450 Added 40.85%
5,000 $482,000
Q2 2025

Aug 14, 2025
SELL
$74.88 - $91.97 $108,576 - $133,356
-1,450 Reduced 29.0%
3,550 $326,000
Q3 2021

Nov 03, 2021
BUY
$76.44 - $82.59 $382,200 - $412,950
5,000 New
5,000 $391,000

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

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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