Summit Financial, LLC Ishares Russell Mid Cap ETF Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Summit Financial, LLC holds 68,014 shares of IWR stock, worth $6.44 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
68,014
Previous 4,643 1364.87%
Holding current value
$6.44 Million
Previous $427,000 1437.7%
% of portfolio
0.11%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$92.26 - $97.51 $5.85 Million - $6.18 Million
63,371 Added 1364.87%
68,014 $6.57 Million
Q2 2025

Aug 13, 2025
BUY
$74.88 - $91.97 $98,017 - $120,388
1,309 Added 39.26%
4,643 $427,000
Q1 2025

May 14, 2025
BUY
$82.81 - $92.93 $276,088 - $309,828
3,334 New
3,334 $283,000

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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