Trail Ridge Investment Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Trail Ridge Investment Advisors, LLC

  • $214 Million
  • Q3 2025

A detailed history of Trail Ridge Investment Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Trail Ridge Investment Advisors, LLC holds 2,643 shares of IWR stock, worth $250,080. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,643
Previous 2,643 -0.0%
Holding current value
$250,080
Previous $243,000 4.94%
% of portfolio
0.12%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$74.88 - $91.97 $8,386 - $10,300
-112 Reduced 4.07%
2,643 $243,000
Q1 2025

May 01, 2025
SELL
$82.81 - $92.93 $89,683 - $100,643
-1,083 Reduced 28.22%
2,755 $234,000
Q4 2024

Feb 07, 2025
BUY
$87.25 - $95.52 $14,396 - $15,760
165 Added 4.49%
3,838 $339,000
Q3 2024

Oct 24, 2024
BUY
$79.92 - $88.19 $8,951 - $9,877
112 Added 3.15%
3,673 $323,000
Q2 2024

Aug 14, 2024
BUY
$78.66 - $83.59 $10,147 - $10,783
129 Added 3.76%
3,561 $288,000
Q3 2023

Nov 14, 2023
SELL
$68.54 - $75.91 $65,113 - $72,114
-950 Reduced 21.68%
3,432 $237,000
Q2 2023

Aug 14, 2023
SELL
$67.49 - $73.03 $14,172 - $15,336
-210 Reduced 4.57%
4,382 $320,000
Q3 2022

Nov 14, 2022
SELL
$62.15 - $74.82 $7,147 - $8,604
-115 Reduced 2.44%
4,592 $324,000
Q2 2022

Aug 02, 2022
SELL
$62.75 - $78.76 $200,486 - $251,638
-3,195 Reduced 40.43%
4,707 $304,000
Q1 2022

May 16, 2022
SELL
$72.29 - $82.89 $7,229 - $8,289
-100 Reduced 1.25%
7,902 $616,000
Q4 2021

Feb 14, 2022
BUY
$78.41 - $85.28 $627,436 - $682,410
8,002 New
8,002 $664,000

Others Institutions Holding IWR

# of Institutions
1,656
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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