Allium Financial Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Allium Financial Advisors, LLC

  • $121 Billion
  • Q3 2025

A detailed history of Allium Financial Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Allium Financial Advisors, LLC holds 27,841 shares of IWR stock, worth $2.63 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares
27,841
Previous 27,203 2.35%
Holding current value
$2.63 Million
Previous $2.5 Billion 7.44%
% of portfolio
2.22%
Previous 1.84%

Shares

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

Nov 14, 2025
BUY
$92.26 - $97.51 $58,861 - $62,211
638 Added 2.35%
27,841 $2.69 Billion
Q2 2025

Aug 13, 2025
SELL
$74.88 - $91.97 $35,717 - $43,869
-477 Reduced 1.72%
27,203 $2.5 Billion
Q1 2025

May 07, 2025
BUY
$82.81 - $92.93 $2.29 Million - $2.57 Million
27,680 New
27,680 $2.35 Billion

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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