Baron Financial Group, LLC Ishares Russell Mid Cap ETF Transaction History

Baron Financial Group, LLC

  • $170 Million
  • Q2 2025

A detailed history of Baron Financial Group, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Baron Financial Group, LLC holds 61,455 shares of IWR stock, worth $5.71 Million. This represents 3.32% of its overall portfolio holdings.

Number of Shares
61,455
Previous 58,129 5.72%
Holding current value
$5.71 Million
Previous $4.92 Million 14.9%
% of portfolio
3.32%
Previous 3.09%

Shares

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

Jul 09, 2025
BUY
$74.88 - $91.97 $249,050 - $305,892
3,326 Added 5.72%
61,455 $5.65 Million
Q1 2025

Apr 14, 2025
BUY
$82.81 - $92.93 $283,955 - $318,656
3,429 Added 6.27%
58,129 $4.92 Million
Q4 2024

Jan 21, 2025
BUY
$87.25 - $95.52 $14,832 - $16,238
170 Added 0.31%
54,700 $4.84 Million
Q3 2024

Oct 18, 2024
BUY
$79.92 - $88.19 $37,002 - $40,831
463 Added 0.86%
54,530 $4.81 Million
Q2 2024

Jul 22, 2024
BUY
$78.66 - $83.59 $11,405 - $12,120
145 Added 0.27%
54,067 $4.38 Million
Q1 2024

Apr 30, 2024
BUY
$75.37 - $84.09 $2,261 - $2,522
30 Added 0.06%
53,922 $4.53 Million
Q4 2023

Jan 22, 2024
BUY
$64.84 - $78.27 $172,733 - $208,511
2,664 Added 5.2%
53,892 $4.19 Million
Q3 2023

Oct 19, 2023
BUY
$68.54 - $75.91 $109,664 - $121,456
1,600 Added 3.22%
51,228 $3.55 Million
Q2 2023

Aug 03, 2023
BUY
$67.49 - $73.03 $286,495 - $310,012
4,245 Added 9.35%
49,628 $3.62 Million
Q1 2023

Apr 06, 2023
BUY
$66.27 - $75.04 $341,953 - $387,206
5,160 Added 12.83%
45,383 $3.17 Million
Q4 2022

Jan 20, 2023
BUY
$62.09 - $71.89 $378,128 - $437,810
6,090 Added 17.84%
40,223 $0
Q3 2022

Nov 03, 2022
BUY
$62.15 - $74.82 $2.12 Million - $2.55 Million
34,133 New
34,133 $2.12 Million

Others Institutions Holding IWR

# of Institutions
1,585
Shares Held
369M
Call Options Held
151K
Put Options Held
30.1K
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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