Summit Investment Advisory Services, LLC Ishares Russell Mid Cap ETF Transaction History

Summit Investment Advisory Services, LLC

  • $251 Billion
  • Q3 2025

A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 7,693 shares of IWR stock, worth $727,911. This represents 0.3% of its overall portfolio holdings.

Number of Shares
7,693
Previous 7,691 0.03%
Holding current value
$727,911
Previous $707 Million 5.01%
% of portfolio
0.3%
Previous 0.31%

Shares

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

Nov 07, 2025
BUY
$92.26 - $97.51 $184 - $195
2 Added 0.03%
7,693 $743 Million
Q3 2025

Nov 03, 2025
SELL
$92.26 - $97.51 $757,362 - $800,459
-8,209 Reduced 51.63%
7,691 $707 Million
Q2 2025

Aug 04, 2025
BUY
$74.88 - $91.97 $614,764 - $755,073
8,210 Added 106.76%
15,900 $1.46 Billion
Q1 2025

Apr 11, 2025
BUY
$82.81 - $92.93 $165 - $185
2 Added 0.03%
7,690 $654 Million
Q4 2024

Jan 21, 2025
BUY
$87.25 - $95.52 $14,047 - $15,378
161 Added 2.14%
7,688 $680 Million
Q3 2024

Oct 16, 2024
SELL
$79.92 - $88.19 $442,596 - $488,396
-5,538 Reduced 42.39%
7,527 $663 Million
Q2 2024

Jul 15, 2024
BUY
$78.66 - $83.59 $435,933 - $463,255
5,542 Added 73.67%
13,065 $1.06 Billion
Q1 2024

Apr 18, 2024
SELL
$75.37 - $84.09 $9,496 - $10,595
-126 Reduced 1.65%
7,523 $633 Million
Q4 2023

Jan 18, 2024
BUY
$64.84 - $78.27 $324 - $391
5 Added 0.07%
7,649 $595 Million
Q2 2023

Jul 26, 2023
SELL
$67.49 - $73.03 $809 - $876
-12 Reduced 0.16%
7,644 $558 Million
Q1 2023

Apr 17, 2023
BUY
$66.27 - $75.04 $132 - $150
2 Added 0.03%
7,656 $535 Million
Q4 2022

Feb 02, 2023
BUY
$62.09 - $71.89 $475,236 - $550,246
7,654 New
7,654 $516 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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