Choate Investment Advisors Ishares Russell Mid Cap ETF Transaction History

Choate Investment Advisors

  • $3.97 Billion
  • Q1 2025

A detailed history of Choate Investment Advisors transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Choate Investment Advisors holds 19,394 shares of IWR stock, worth $1.73 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
19,394
Previous 14,222 36.37%
Holding current value
$1.73 Million
Previous $1.26 Million 31.19%
% of portfolio
0.04%
Previous 0.03%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$82.81 - $92.93 $428,293 - $480,633
5,172 Added 36.37%
19,394 $1.65 Million
Q4 2024

Feb 10, 2025
BUY
$87.25 - $95.52 $8,114 - $8,883
93 Added 0.66%
14,222 $1.26 Million
Q1 2024

May 07, 2024
SELL
$75.37 - $84.09 $7,537 - $8,409
-100 Reduced 0.7%
14,129 $1.19 Million
Q4 2023

Feb 14, 2024
SELL
$64.84 - $78.27 $17,960 - $21,680
-277 Reduced 1.91%
14,229 $1.11 Million
Q3 2023

Oct 30, 2023
BUY
$68.54 - $75.91 $175,325 - $194,177
2,558 Added 21.41%
14,506 $1 Million
Q1 2023

May 15, 2023
SELL
$66.27 - $75.04 $94,103 - $106,556
-1,420 Reduced 10.62%
11,948 $835,000
Q4 2022

Feb 14, 2023
BUY
$62.09 - $71.89 $88,167 - $102,083
1,420 Added 11.88%
13,368 $901,000
Q1 2022

Apr 29, 2022
SELL
$72.29 - $82.89 $144,580 - $165,780
-2,000 Reduced 14.34%
11,948 $932,000
Q4 2021

Feb 07, 2022
BUY
$78.41 - $85.28 $231,466 - $251,746
2,952 Added 26.85%
13,948 $1.16 Million
Q3 2021

Nov 04, 2021
SELL
$76.44 - $82.59 $26,601 - $28,741
-348 Reduced 3.07%
10,996 $861,000
Q2 2021

Jul 30, 2021
BUY
$74.82 - $79.61 $162,209 - $172,594
2,168 Added 23.63%
11,344 $899,000
Q1 2021

May 07, 2021
BUY
$67.45 - $75.68 $22,663 - $25,428
336 Added 3.8%
9,176 $678,000
Q3 2020

Oct 26, 2020
SELL
$53.47 - $60.19 $24,596 - $27,687
-460 Reduced 4.95%
8,840 $507,000
Q2 2020

Jul 23, 2020
SELL
$40.64 - $57.63 $6,339 - $8,990
-156 Reduced 1.65%
9,300 $498,000
Q4 2018

Feb 14, 2019
BUY
$43.7 - $54.95 $413,227 - $519,607
9,456 New
9,456 $440,000
Q3 2018

Nov 14, 2018
SELL
$52.87 - $56.02 $133,972 - $141,954
-2,534 Closed
0 $0
Q2 2018

Jul 30, 2018
BUY
$50.43 - $54.42 $1,765 - $1,904
35 Added 1.4%
2,534 $538,000
Q1 2018

May 04, 2018
SELL
$49.67 - $55.0 $1,788 - $1,980
-36 Reduced 1.42%
2,499 $0
Q3 2017

Nov 14, 2017
BUY
$48.84 - $49.29 $123,809 - $124,950
2,535
2,535 $0

Others Institutions Holding IWR

# of Institutions
1,538
Shares Held
382M
Call Options Held
151K
Put Options Held
164K
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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