Capital Investment Advisory Services, LLC Ishares Russell Mid Cap ETF Transaction History

Capital Investment Advisory Services, LLC

  • $1.13 Billion
  • Q2 2025

A detailed history of Capital Investment Advisory Services, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 1,421 shares of IWR stock, worth $131,925. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,421
Previous 1,530 7.12%
Holding current value
$131,925
Previous $130,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 08, 2025
SELL
$74.88 - $91.97 $8,161 - $10,024
-109 Reduced 7.12%
1,421 $130,000
Q1 2025

Apr 29, 2025
BUY
$82.81 - $92.93 $12,504 - $14,032
151 Added 10.95%
1,530 $130,000
Q4 2024

Jan 23, 2025
BUY
$87.25 - $95.52 $29,228 - $31,999
335 Added 32.09%
1,379 $121,000
Q2 2024

Aug 14, 2024
SELL
$78.66 - $83.59 $393 - $417
-5 Reduced 0.48%
1,044 $84,000
Q1 2024

Apr 25, 2024
BUY
$75.37 - $84.09 $904 - $1,009
12 Added 1.16%
1,049 $88,000
Q4 2023

Feb 01, 2024
SELL
$64.84 - $78.27 $4,473 - $5,400
-69 Reduced 6.24%
1,037 $80,000
Q3 2023

Nov 02, 2023
SELL
$68.54 - $75.91 $2,741 - $3,036
-40 Reduced 3.49%
1,106 $76,000
Q2 2023

Jul 28, 2023
BUY
$67.49 - $73.03 $7,356 - $7,960
109 Added 10.51%
1,146 $83,000
Q1 2023

Apr 21, 2023
BUY
$66.27 - $75.04 $2,584 - $2,926
39 Added 3.91%
1,037 $72,000
Q3 2022

Oct 26, 2022
SELL
$62.15 - $74.82 $6,277 - $7,556
-101 Reduced 9.19%
998 $62,000
Q2 2022

Jul 22, 2022
SELL
$62.75 - $78.76 $5,396 - $6,773
-86 Reduced 7.26%
1,099 $71,000
Q1 2022

May 03, 2022
SELL
$72.29 - $82.89 $17,783 - $20,390
-246 Reduced 17.19%
1,185 $92,000
Q3 2021

Oct 28, 2021
SELL
$76.44 - $82.59 $18,651 - $20,151
-244 Reduced 14.57%
1,431 $112,000
Q2 2021

Jul 27, 2021
BUY
$74.82 - $79.61 $49,530 - $52,701
662 Added 65.35%
1,675 $133,000
Q1 2021

May 05, 2021
BUY
$67.45 - $75.68 $21,449 - $24,066
318 Added 45.76%
1,013 $75,000
Q4 2019

Feb 04, 2020
SELL
$54.12 - $59.69 $2,164 - $2,387
-40 Reduced 5.44%
695 $41,000
Q1 2019

Apr 23, 2019
SELL
$45.53 - $54.18 $13,294 - $15,820
-292 Reduced 28.43%
735 $40,000
Q4 2018

Feb 04, 2019
BUY
$43.7 - $54.95 $44,879 - $56,433
1,027 New
1,027 $48,000

Others Institutions Holding IWR

# of Institutions
1,592
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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