Morling Financial Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Morling Financial Advisors, LLC

  • $254 Million
  • Q3 2025

A detailed history of Morling Financial Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 701 shares of IWR stock, worth $66,328. This represents 0.03% of its overall portfolio holdings.

Number of Shares
701
Previous 600 16.83%
Holding current value
$66,328
Previous $55,000 21.82%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 04, 2025
BUY
$92.26 - $97.51 $9,318 - $9,848
101 Added 16.83%
701 $67,000
Q1 2025

May 06, 2025
SELL
$82.81 - $92.93 $993 - $1,115
-12 Reduced 1.96%
600 $51,000
Q1 2023

May 02, 2023
BUY
$66.27 - $75.04 $40,557 - $45,924
612 New
612 $42,000

Others Institutions Holding IWR

# of Institutions
1,633
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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