Investment Advisory Group, LLC Ishares Russell Mid Cap ETF Transaction History

Investment Advisory Group, LLC

  • $355 Million
  • Q3 2025

A detailed history of Investment Advisory Group, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Investment Advisory Group, LLC holds 7,843 shares of IWR stock, worth $742,104. This represents 0.21% of its overall portfolio holdings.

Number of Shares
7,843
Previous 8,642 9.25%
Holding current value
$742,104
Previous $794,000 4.66%
% of portfolio
0.21%
Previous 0.25%

Shares

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

Nov 03, 2025
SELL
$92.26 - $97.51 $73,715 - $77,910
-799 Reduced 9.25%
7,843 $757,000
Q1 2025

Apr 14, 2025
BUY
$82.81 - $92.93 $3,643 - $4,088
44 Added 0.51%
8,642 $731,000
Q4 2024

Jan 17, 2025
SELL
$87.25 - $95.52 $4,711 - $5,158
-54 Reduced 0.62%
8,598 $760,000
Q3 2024

Oct 15, 2024
BUY
$79.92 - $88.19 $11,508 - $12,699
144 Added 1.69%
8,652 $762,000
Q2 2024

Jul 31, 2024
SELL
$78.66 - $83.59 $8,888 - $9,445
-113 Reduced 1.31%
8,508 $689,000
Q1 2024

Apr 29, 2024
SELL
$75.37 - $84.09 $38,815 - $43,306
-515 Reduced 5.64%
8,621 $724,000
Q4 2023

Jan 30, 2024
SELL
$64.84 - $78.27 $842 - $1,017
-13 Reduced 0.14%
9,136 $710,000
Q2 2023

Jul 17, 2023
BUY
$67.49 - $73.03 $67 - $73
1 Added 0.01%
9,149 $668,000
Q4 2022

Jan 19, 2023
BUY
$62.09 - $71.89 $10,617 - $12,293
171 Added 1.9%
9,148 $0
Q3 2022

Oct 24, 2022
BUY
$62.15 - $74.82 $33,001 - $39,729
531 Added 6.29%
8,977 $558,000
Q4 2021

Feb 11, 2022
BUY
$78.41 - $85.28 $662,250 - $720,274
8,446 New
8,446 $659,000

Others Institutions Holding IWR

# of Institutions
1,647
Shares Held
392M
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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