Callan Family Office, LLC Ishares Russell Mid Cap ETF Transaction History

Callan Family Office, LLC

$1.33 Trillion
Q1 2025

A detailed history of Callan Family Office, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Callan Family Office, LLC holds 161,824 shares of IWR stock, worth $14.3 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

161,824

Previous 161,843 0.01%

Holding current value

$14.3 Million

Previous $14.3 Billion 3.78%

% of portfolio

1.03%

Previous 0.91%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$82.81 - $92.93 $1,573 - $1,765	-19 Reduced 0.01%	161,824 $13.8 Billion
Q4 2024 Feb 06, 2025	SELL	$87.25 - $95.52 $83,760 - $91,699	-960 Reduced 0.59%	161,843 $14.3 Billion
Q3 2024 Oct 07, 2024	BUY	$79.92 - $88.19 $95,344 - $105,210	1,193 Added 0.74%	162,803 $14.3 Billion
Q2 2024 Jul 25, 2024	BUY	$78.66 - $83.59 $188,784 - $200,616	2,400 Added 1.51%	161,610 $13.1 Billion
Q1 2024 May 08, 2024	BUY	$75.37 - $84.09 $595,423 - $664,311	7,900 Added 5.22%	159,210 $13.4 Billion
Q4 2023 Feb 13, 2024	SELL	$64.84 - $78.27 $85,913 - $103,707	-1,325 Reduced 0.87%	151,310 $11.8 Billion
Q3 2023 Nov 14, 2023	SELL	$68.54 - $75.91 $10,829 - $11,993	-158 Reduced 0.1%	152,635 $10.6 Billion
Q2 2023 Aug 14, 2023	SELL	$67.49 - $73.03 $313,491 - $339,224	-4,645 Reduced 2.95%	152,793 $11.2 Billion
Q1 2023 May 12, 2023	BUY	$66.27 - $75.04 $1.55 Million - $1.76 Million	23,400 Added 17.46%	157,438 $11 Billion
Q4 2022 Feb 23, 2023	BUY	$62.09 - $71.89 $8.32 Million - $9.64 Million	134,038 New	134,038 $9.04 Billion

Others Institutions Holding IWR

# of Institutions

1,536

Shares Held

382M

Call Options Held

151K

Put Options Held

163K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Callan Family Office, LLC Ishares Russell Mid Cap ETF Transaction History