A detailed history of Clearstead Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Clearstead Advisors, LLC holds 781,250 shares of IWR stock, worth $71.4 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
781,250
Previous 780,185 0.14%
Holding current value
$71.4 Million
Previous $63.3 Million 8.86%
% of portfolio
1.09%
Previous 1.09%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$79.92 - $88.19 $85,114 - $93,922
1,065 Added 0.14%
781,250 $68.9 Million
Q2 2024

Aug 09, 2024

BUY
$78.66 - $83.59 $51.6 Million - $54.8 Million
655,990 Added 528.19%
780,185 $63.3 Million
Q1 2024

May 14, 2024

SELL
$75.37 - $84.09 $237,490 - $264,967
-3,151 Reduced 2.47%
124,195 $10.4 Million
Q4 2023

Feb 12, 2024

SELL
$64.84 - $78.27 $110,552 - $133,450
-1,705 Reduced 1.32%
127,346 $9.9 Million
Q3 2023

Nov 07, 2023

SELL
$68.54 - $75.91 $101,233 - $112,119
-1,477 Reduced 1.13%
129,051 $8.94 Million
Q2 2023

Aug 07, 2023

SELL
$67.49 - $73.03 $190,996 - $206,674
-2,830 Reduced 2.12%
130,528 $9.53 Million
Q1 2023

May 09, 2023

SELL
$66.27 - $75.04 $75,614 - $85,620
-1,141 Reduced 0.85%
133,358 $9.32 Million
Q4 2022

Feb 14, 2023

SELL
$62.09 - $71.89 $127,284 - $147,374
-2,050 Reduced 1.5%
134,499 $9.07 Million
Q3 2022

Nov 14, 2022

SELL
$62.15 - $74.82 $43,505 - $52,373
-700 Reduced 0.51%
136,549 $8.49 Million
Q2 2022

Aug 12, 2022

BUY
$62.75 - $78.76 $71,158 - $89,313
1,134 Added 0.83%
137,249 $8.88 Million
Q1 2022

May 04, 2022

SELL
$72.29 - $82.89 $140,387 - $160,972
-1,942 Reduced 1.41%
136,115 $10.6 Million
Q4 2021

Feb 14, 2022

SELL
$78.41 - $85.28 $210,138 - $228,550
-2,680 Reduced 1.9%
138,057 $11.5 Million
Q3 2021

Nov 12, 2021

SELL
$76.44 - $82.59 $507,714 - $548,562
-6,642 Reduced 4.51%
140,737 $11 Million
Q2 2021

Aug 12, 2021

SELL
$74.82 - $79.61 $329,806 - $350,920
-4,408 Reduced 2.9%
147,379 $11.7 Million
Q1 2021

May 14, 2021

BUY
$67.45 - $75.68 $511,675 - $574,108
7,586 Added 5.26%
151,787 $11.2 Million
Q4 2020

Feb 11, 2021

SELL
$57.75 - $68.61 $386,232 - $458,863
-6,688 Reduced 4.43%
144,201 $9.89 Million
Q3 2020

Nov 12, 2020

BUY
$53.47 - $60.19 $1,978 - $2,227
37 Added 0.02%
150,889 $8.66 Million
Q2 2020

Aug 11, 2020

BUY
$40.64 - $57.63 $1.27 Million - $1.8 Million
31,201 Added 26.08%
150,852 $8.09 Million
Q1 2020

May 14, 2020

BUY
$36.81 - $61.96 $281,670 - $474,117
7,652 Added 6.83%
119,651 $5.17 Million
Q4 2019

Feb 11, 2020

SELL
$54.12 - $59.69 $42,051 - $46,379
-777 Reduced 0.69%
111,999 $6.68 Million
Q3 2019

Nov 12, 2019

SELL
$53.6 - $57.42 $321,546 - $344,462
-5,999 Reduced 5.05%
112,776 $6.31 Million
Q2 2019

Aug 08, 2019

BUY
$52.53 - $56.11 $210,172 - $224,496
4,001 Added 3.49%
118,775 $6.64 Million
Q1 2019

May 14, 2019

BUY
$45.53 - $54.18 $45 - $54
1 Added 0.0%
114,774 $6.19 Million
Q4 2018

Feb 11, 2019

BUY
$43.7 - $54.95 $3.76 Million - $4.73 Million
86,080 Added 300.0%
114,773 $5.34 Million
Q3 2018

Nov 13, 2018

BUY
$52.87 - $56.02 $52 - $56
1 Added 0.0%
28,693 $6.33 Million
Q1 2018

May 14, 2018

SELL
$49.67 - $55.0 $25,729 - $28,490
-518 Reduced 1.77%
28,692 $5.92 Million
Q4 2017

Feb 09, 2018

BUY
$49.53 - $52.32 $29,817 - $31,496
602 Added 2.1%
29,210 $6.08 Million
Q3 2017

Nov 09, 2017

BUY
$48.84 - $49.29 $1.4 Million - $1.41 Million
28,608
28,608 $5.64 Million

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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