Kestra Private Wealth Services, LLC Ishares Russell Mid Cap ETF Transaction History

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 78,451 shares of IWR stock, worth $7.42 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
78,451
Previous 77,871 0.74%
Holding current value
$7.42 Million
Previous $7.16 Million 5.77%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Nov 14, 2025
BUY
$92.26 - $97.51 $53,510 - $56,555
580 Added 0.74%
78,451 $7.57 Million
Q2 2025

Aug 07, 2025
BUY
$74.88 - $91.97 $91,802 - $112,755
1,226 Added 1.6%
77,871 $7.16 Million
Q1 2025

May 05, 2025
BUY
$82.81 - $92.93 $82,644 - $92,744
998 Added 1.32%
76,645 $6.52 Million
Q4 2024

Jan 28, 2025
BUY
$87.25 - $95.52 $135,673 - $148,533
1,555 Added 2.1%
75,647 $6.69 Million
Q3 2024

Nov 13, 2024
BUY
$79.92 - $88.19 $3.64 Million - $4.02 Million
45,536 Added 159.46%
74,092 $6.53 Million
Q2 2024

Aug 12, 2024
SELL
$78.66 - $83.59 $4,798 - $5,098
-61 Reduced 0.21%
28,556 $2.32 Million
Q1 2024

May 02, 2024
BUY
$75.37 - $84.09 $128,129 - $142,953
1,700 Added 6.32%
28,617 $2.41 Million
Q4 2023

Feb 05, 2024
SELL
$64.84 - $78.27 $142,583 - $172,115
-2,199 Reduced 7.55%
26,917 $2.09 Million
Q3 2023

Nov 07, 2023
BUY
$68.54 - $75.91 $98,971 - $109,614
1,444 Added 5.22%
29,116 $2.02 Million
Q2 2023

Aug 08, 2023
BUY
$67.49 - $73.03 $384,692 - $416,271
5,700 Added 25.94%
27,672 $2.02 Million
Q1 2023

May 12, 2023
BUY
$66.27 - $75.04 $579,464 - $656,149
8,744 Added 66.1%
21,972 $1.54 Million
Q4 2022

Jan 31, 2023
BUY
$62.09 - $71.89 $132,375 - $153,269
2,132 Added 19.21%
13,228 $892,000
Q3 2022

Nov 14, 2022
SELL
$62.15 - $74.82 $46,612 - $56,114
-750 Reduced 6.33%
11,096 $690,000
Q2 2022

Aug 12, 2022
BUY
$62.75 - $78.76 $48,819 - $61,275
778 Added 7.03%
11,846 $766,000
Q1 2022

May 26, 2022
SELL
$72.29 - $82.89 $66,434 - $76,175
-919 Reduced 7.67%
11,068 $863,000
Q4 2021

Jan 21, 2022
BUY
$78.41 - $85.28 $712,354 - $774,768
9,085 Added 313.06%
11,987 $995,000
Q3 2021

Oct 21, 2021
BUY
$76.44 - $82.59 $221,828 - $239,676
2,902 New
2,902 $226,000

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
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