Advisor Os, LLC Ishares Russell Mid Cap ETF Transaction History

Advisor Os, LLC

$878 Million
Q1 2025

A detailed history of Advisor Os, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Advisor Os, LLC holds 6,600 shares of IWR stock, worth $615,384. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,600

Holding current value

$615,384

% of portfolio

0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$82.81 - $92.93 $546,546 - $613,338	6,600 New	6,600 $561,000
Q4 2023 Feb 07, 2024	SELL	$64.84 - $78.27 $19,192 - $23,167	-296 Reduced 5.16%	5,440 $422,000
Q3 2023 Nov 02, 2023	BUY	$68.54 - $75.91 $1,028 - $1,138	15 Added 0.26%	5,736 $397,000
Q2 2023 Aug 08, 2023	BUY	$67.49 - $73.03 $21,326 - $23,077	316 Added 5.85%	5,721 $417,000
Q1 2023 Apr 24, 2023	BUY	$66.27 - $75.04 $358,189 - $405,591	5,405 New	5,405 $377,000

Others Institutions Holding IWR

# of Institutions

1,584

Shares Held

370M

Call Options Held

151K

Put Options Held

30.1K

Jones Financial Companies Lllp

66.5M
Shares

$6.2 Billion
5.09% of portfolio
Bank Of America Corp Charlotte, NC

62.5M
Shares

$5.82 Billion
0.44% of portfolio
Wells Fargo & Company San Francisco, CA

38.3M
Shares

$3.57 Billion
0.76% of portfolio
Us Bancorp \De\

13.9M
Shares

$1.3 Billion
1.64% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

13.2M
Shares

$1.23 Billion
0.59% of portfolio

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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