Ameritas Advisory Services, LLC Ishares Russell Mid Cap ETF Transaction History

Ameritas Advisory Services, LLC

$2.78 Billion
Q4 2024

A detailed history of Ameritas Advisory Services, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Ameritas Advisory Services, LLC holds 12,326 shares of IWR stock, worth $1.13 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

12,326

Previous 7,464 65.14%

Holding current value

$1.13 Million

Previous $657,000 65.75%

% of portfolio

0.04%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$87.25 - $95.52 $424,209 - $464,418	4,862 Added 65.14%	12,326 $1.09 Million
Q3 2024 Oct 30, 2024	SELL	$79.92 - $88.19 $370,189 - $408,496	-4,632 Reduced 38.29%	7,464 $657,000
Q2 2024 Jul 29, 2024	BUY	$78.66 - $83.59 $157 - $167	2 Added 0.02%	12,096 $980,000
Q1 2024 May 14, 2024	BUY	$75.37 - $84.09 $391,396 - $436,679	5,193 Added 75.25%	12,094 $1.02 Million
Q4 2023 Feb 14, 2024	SELL	$64.84 - $78.27 $351,303 - $424,066	-5,418 Reduced 43.98%	6,901 $536,000
Q3 2023 Nov 13, 2023	BUY	$68.54 - $75.91 $206,236 - $228,413	3,009 Added 32.32%	12,319 $853,000
Q2 2023 Jul 25, 2023	SELL	$67.49 - $73.03 $160,288 - $173,446	-2,375 Reduced 20.33%	9,310 $679,000
Q1 2023 Apr 28, 2023	SELL	$66.27 - $75.04 $1.31 Million - $1.48 Million	-19,707 Reduced 62.78%	11,685 $817,000
Q4 2022 Feb 10, 2023	SELL	$62.09 - $71.89 $666,474 - $771,667	-10,734 Reduced 25.48%	31,392 $2.12 Million
Q3 2022 Nov 14, 2022	BUY	$62.15 - $74.82 $52,951 - $63,746	852 Added 2.06%	42,126 $2.62 Million
Q2 2022 Aug 10, 2022	SELL	$62.75 - $78.76 $103,725 - $130,190	-1,653 Reduced 3.85%	41,274 $2.67 Million
Q1 2022 May 04, 2022	BUY	$72.29 - $82.89 $139,881 - $160,392	1,935 Added 4.72%	42,927 $3.35 Million
Q4 2021 Feb 07, 2022	BUY	$78.41 - $85.28 $3.21 Million - $3.5 Million	40,992 New	40,992 $3.4 Million

Others Institutions Holding IWR

# of Institutions

1,459

Shares Held

342M

Call Options Held

126K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Ameritas Advisory Services, LLC Ishares Russell Mid Cap ETF Transaction History