New Edge Wealth, LLC Ishares Russell Mid Cap ETF Transaction History

New Edge Wealth, LLC

  • $6.58 Billion
  • Q3 2025

A detailed history of New Edge Wealth, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, New Edge Wealth, LLC holds 87,380 shares of IWR stock, worth $8.27 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
87,380
Previous 84,826 3.01%
Holding current value
$8.27 Million
Previous $7.8 Million 8.14%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Nov 07, 2025
BUY
$92.26 - $97.51 $235,632 - $249,040
2,554 Added 3.01%
87,380 $8.44 Million
Q2 2025

Aug 11, 2025
BUY
$74.88 - $91.97 $256,164 - $314,629
3,421 Added 4.2%
84,826 $7.8 Million
Q1 2025

May 09, 2025
BUY
$82.81 - $92.93 $432,599 - $485,466
5,224 Added 6.86%
81,405 $6.93 Million
Q4 2024

Feb 04, 2025
SELL
$87.25 - $95.52 $98,418 - $107,746
-1,128 Reduced 1.46%
76,181 $6.73 Million
Q3 2024

Nov 12, 2024
SELL
$79.92 - $88.19 $2.29 Million - $2.52 Million
-28,616 Reduced 27.02%
77,309 $6.81 Million
Q2 2024

Aug 01, 2024
SELL
$78.66 - $83.59 $83,615 - $88,856
-1,063 Reduced 0.99%
105,925 $8.59 Million
Q1 2024

May 06, 2024
BUY
$75.37 - $84.09 $308,187 - $343,844
4,089 Added 3.97%
106,988 $9 Million
Q4 2023

Jan 29, 2024
BUY
$64.84 - $78.27 $3.05 Million - $3.69 Million
47,091 Added 84.38%
102,899 $8 Million
Q3 2023

Nov 08, 2023
BUY
$68.54 - $75.91 $674,707 - $747,258
9,844 Added 21.42%
55,808 $3.86 Million
Q2 2023

Aug 09, 2023
BUY
$67.49 - $73.03 $2.63 Million - $2.85 Million
38,961 Added 556.35%
45,964 $3.36 Million
Q1 2023

May 08, 2023
BUY
$66.27 - $75.04 $221,209 - $250,483
3,338 Added 91.08%
7,003 $489,000
Q4 2022

Feb 14, 2023
SELL
$62.09 - $71.89 $414,947 - $480,440
-6,683 Reduced 64.58%
3,665 $247,000
Q3 2022

Nov 14, 2022
BUY
$62.15 - $74.82 $41,702 - $50,204
671 Added 6.93%
10,348 $643,000
Q2 2022

Aug 09, 2022
BUY
$62.75 - $78.76 $229,351 - $287,867
3,655 Added 60.69%
9,677 $626,000
Q1 2022

May 10, 2022
BUY
$72.29 - $82.89 $11,710 - $13,428
162 Added 2.76%
6,022 $470,000
Q4 2021

Jan 31, 2022
BUY
$78.41 - $85.28 $459,482 - $499,740
5,860 New
5,860 $486,000

Others Institutions Holding IWR

# of Institutions
1,639
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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