Sandy Cove Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Sandy Cove Advisors, LLC

$310 Million
Q3 2025

A detailed history of Sandy Cove Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Sandy Cove Advisors, LLC holds 5,579 shares of IWR stock, worth $527,884. This represents 0.17% of its overall portfolio holdings.

Number of Shares

5,579

Previous 5,576 0.05%

Holding current value

$527,884

Previous $512,000 5.08%

% of portfolio

0.17%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$92.26 - $97.51 $276 - $292	3 Added 0.05%	5,579 $538,000
Q2 2025 Jul 09, 2025	SELL	$74.88 - $91.97 $47,998 - $58,952	-641 Reduced 10.31%	5,576 $512,000
Q1 2025 May 12, 2025	SELL	$82.81 - $92.93 $40,990 - $46,000	-495 Reduced 7.37%	6,217 $528,000
Q4 2024 Jan 15, 2025	SELL	$87.25 - $95.52 $39,786 - $43,557	-456 Reduced 6.36%	6,712 $593,000
Q3 2024 Oct 17, 2024	SELL	$79.92 - $88.19 $278,681 - $307,518	-3,487 Reduced 32.73%	7,168 $631,000

Q1 2024 Apr 17, 2024	BUY	$75.37 - $84.09 $320,322 - $357,382	4,250 Added 66.35%	10,655 $895,000
Q4 2023 Jan 17, 2024	BUY	$64.84 - $78.27 $1,556 - $1,878	24 Added 0.38%	6,405 $497,000
Q2 2023 Aug 14, 2023	BUY	$67.49 - $73.03 $430,653 - $466,004	6,381 New	6,381 $466,000

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

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Sandy Cove Advisors, LLC Ishares Russell Mid Cap ETF Transaction History