Lake Street Financial LLC Ishares Russell Mid Cap ETF Transaction History

Lake Street Financial LLC

  • $588 Million
  • Q1 2025

A detailed history of Lake Street Financial LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Lake Street Financial LLC holds 5,401 shares of IWR stock, worth $434,348. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,401
Previous 7,428 27.29%
Holding current value
$434,348
Previous $656,000 30.34%
% of portfolio
0.08%
Previous 0.11%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$82.81 - $92.93 $167,855 - $188,369
-2,027 Reduced 27.29%
5,401 $457,000
Q4 2024

Jan 15, 2025
SELL
$87.25 - $95.52 $504,654 - $552,487
-5,784 Reduced 43.78%
7,428 $656,000
Q3 2024

Oct 22, 2024
SELL
$79.92 - $88.19 $700,658 - $773,161
-8,767 Reduced 39.89%
13,212 $1.16 Million
Q2 2024

Jul 12, 2024
BUY
$78.66 - $83.59 $172,108 - $182,894
2,188 Added 11.06%
21,979 $1.78 Million
Q1 2024

Apr 19, 2024
SELL
$75.37 - $84.09 $5.67 Million - $6.32 Million
-75,192 Reduced 79.16%
19,791 $1.66 Million
Q4 2023

Jan 10, 2024
BUY
$64.84 - $78.27 $48,954 - $59,093
755 Added 0.8%
94,983 $7.38 Million
Q3 2023

Oct 20, 2023
BUY
$68.54 - $75.91 $118,642 - $131,400
1,731 Added 1.87%
94,228 $6.53 Million
Q2 2023

Jul 18, 2023
BUY
$67.49 - $73.03 $250,522 - $271,087
3,712 Added 4.18%
92,497 $6.76 Million
Q1 2023

Apr 17, 2023
BUY
$66.27 - $75.04 $285,756 - $323,572
4,312 Added 5.1%
88,785 $6.21 Million
Q4 2022

Jan 25, 2023
BUY
$62.09 - $71.89 $131,754 - $152,550
2,122 Added 2.58%
84,473 $0
Q3 2022

Oct 21, 2022
BUY
$62.15 - $74.82 $57,488 - $69,208
925 Added 1.14%
82,351 $5.12 Million
Q2 2022

Jul 12, 2022
BUY
$62.75 - $78.76 $32,190 - $40,403
513 Added 0.63%
81,426 $5.27 Million
Q1 2022

May 09, 2022
BUY
$72.29 - $82.89 $5.85 Million - $6.71 Million
80,913 New
80,913 $6.31 Million
Q1 2022

Apr 29, 2022
SELL
$72.29 - $82.89 $5.93 Million - $6.8 Million
-82,070 Closed
0 $0
Q4 2021

Jan 24, 2022
BUY
$78.41 - $85.28 $842,593 - $916,418
10,746 Added 15.07%
82,070 $6.81 Million
Q3 2021

Oct 07, 2021
BUY
$76.44 - $82.59 $270,750 - $292,533
3,542 Added 5.23%
71,324 $5.58 Million
Q2 2021

Jul 14, 2021
SELL
$74.82 - $79.61 $502,117 - $534,262
-6,711 Reduced 9.01%
67,782 $5.4 Million
Q1 2021

Apr 16, 2021
BUY
$67.45 - $75.68 $722,591 - $810,759
10,713 Added 16.8%
74,493 $5.51 Million
Q4 2020

Jan 19, 2021
BUY
$57.75 - $68.61 $3.68 Million - $4.38 Million
63,780 New
63,780 $4.37 Million

Others Institutions Holding IWR

# of Institutions
1,537
Shares Held
369M
Call Options Held
180K
Put Options Held
19.1K
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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