Merit Financial Group, LLC Ishares Russell Mid Cap ETF Transaction History

Merit Financial Group, LLC

$5.49 Billion
Q4 2024

A detailed history of Merit Financial Group, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Merit Financial Group, LLC holds 45,947 shares of IWR stock, worth $4.11 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

45,947

Previous 30,702 49.65%

Holding current value

$4.11 Million

Previous $2.71 Million 50.07%

% of portfolio

0.07%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$87.25 - $95.52 $1.33 Million - $1.46 Million	15,245 Added 49.65%	45,947 $4.06 Million
Q3 2024 Oct 17, 2024	BUY	$79.92 - $88.19 $2.12 Million - $2.34 Million	26,586 Added 645.92%	30,702 $2.71 Million
Q2 2024 Aug 13, 2024	BUY	$78.66 - $83.59 $67,726 - $71,970	861 Added 26.45%	4,116 $333,000
Q1 2024 May 06, 2024	SELL	$75.37 - $84.09 $38,966 - $43,474	-517 Reduced 13.71%	3,255 $273,000
Q4 2023 Feb 06, 2024	BUY	$64.84 - $78.27 $37,931 - $45,787	585 Added 18.36%	3,772 $293,000
Q3 2023 Nov 07, 2023	SELL	$68.54 - $75.91 $18,985 - $21,027	-277 Reduced 8.0%	3,187 $220,000
Q2 2023 Aug 01, 2023	SELL	$67.49 - $73.03 $74,306 - $80,406	-1,101 Reduced 24.12%	3,464 $252,000
Q1 2023 Apr 24, 2023	SELL	$66.27 - $75.04 $3,777 - $4,277	-57 Reduced 1.23%	4,565 $319,000
Q4 2022 Jan 13, 2023	BUY	$62.09 - $71.89 $44,642 - $51,688	719 Added 18.42%	4,622 $0
Q3 2022 Oct 31, 2022	BUY	$62.15 - $74.82 $242,571 - $292,022	3,903 New	3,903 $243,000

Others Institutions Holding IWR

# of Institutions

1,536

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Merit Financial Group, LLC Ishares Russell Mid Cap ETF Transaction History