Lgt Financial Advisors LLC Ishares Russell Mid Cap ETF Transaction History

Lgt Financial Advisors LLC

  • $46.4 Billion
  • Q3 2025

A detailed history of Lgt Financial Advisors LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 1,773 shares of IWR stock, worth $167,761. This represents 0.37% of its overall portfolio holdings.

Number of Shares
1,773
Previous 1,767 0.34%
Holding current value
$167,761
Previous $163 Million 5.33%
% of portfolio
0.37%
Previous 0.41%

Shares

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

Nov 17, 2025
BUY
$92.26 - $97.51 $553 - $585
6 Added 0.34%
1,773 $171 Million
Q2 2025

Jul 30, 2025
BUY
$74.88 - $91.97 $374 - $459
5 Added 0.28%
1,767 $163 Million
Q1 2025

May 08, 2025
BUY
$82.81 - $92.93 $414 - $464
5 Added 0.28%
1,762 $150 Million
Q4 2024

Feb 14, 2025
BUY
$87.25 - $95.52 $610 - $668
7 Added 0.4%
1,757 $155 Million
Q3 2024

Oct 31, 2024
BUY
$79.92 - $88.19 $559 - $617
7 Added 0.4%
1,750 $154 Million
Q2 2024

Aug 05, 2024
BUY
$78.66 - $83.59 $314 - $334
4 Added 0.23%
1,743 $141 Million
Q1 2024

May 02, 2024
BUY
$75.37 - $84.09 $376 - $420
5 Added 0.29%
1,739 $146 Million
Q4 2023

Feb 12, 2024
BUY
$64.84 - $78.27 $1,037 - $1,252
16 Added 0.93%
1,734 $135 Million
Q2 2023

Aug 14, 2023
BUY
$67.49 - $73.03 $115,947 - $125,465
1,718 New
1,718 $125 Million
Q4 2022

Feb 14, 2023
BUY
$62.09 - $71.89 $105,987 - $122,716
1,707 New
1,707 $115 Million

Others Institutions Holding IWR

# of Institutions
1,637
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
Track This Portfolio

Track Lgt Financial Advisors LLC Portfolio

Follow Lgt Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lgt Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lgt Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email