Montis Financial, LLC Ishares Russell Mid Cap ETF Transaction History

Montis Financial, LLC

  • $430 Million
  • Q3 2025

A detailed history of Montis Financial, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Montis Financial, LLC holds 8,859 shares of IWR stock, worth $838,238. This represents 0.2% of its overall portfolio holdings.

Number of Shares
8,859
Previous 9,276 4.5%
Holding current value
$838,238
Previous $853,000 0.23%
% of portfolio
0.2%
Previous 0.24%

Shares

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

Oct 28, 2025
SELL
$92.26 - $97.51 $38,472 - $40,661
-417 Reduced 4.5%
8,859 $855,000
Q2 2025

Jul 17, 2025
SELL
$74.88 - $91.97 $163,762 - $201,138
-2,187 Reduced 19.08%
9,276 $853,000
Q1 2025

May 02, 2025
SELL
$82.81 - $92.93 $260,189 - $291,986
-3,142 Reduced 21.51%
11,463 $975,000
Q4 2024

Feb 10, 2025
BUY
$87.25 - $95.52 $1.27 Million - $1.4 Million
14,605 New
14,605 $1.29 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
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