Crestwood Advisors Group LLC Ishares Russell Mid Cap ETF Transaction History

Crestwood Advisors Group LLC

  • $5.4 Billion
  • Q2 2025

A detailed history of Crestwood Advisors Group LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 5,129 shares of IWR stock, worth $498,795. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,129
Previous 3,206 59.98%
Holding current value
$498,795
Previous $272,000 73.16%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 05, 2025
BUY
$74.88 - $91.97 $143,994 - $176,858
1,923 Added 59.98%
5,129 $471,000
Q1 2025

May 05, 2025
BUY
$82.81 - $92.93 $265,488 - $297,933
3,206 New
3,206 $272,000
Q1 2024

May 08, 2024
BUY
$75.37 - $84.09 $182,772 - $203,918
2,425 New
2,425 $203,000
Q1 2020

May 15, 2020
SELL
$36.81 - $61.96 $351,829 - $592,213
-9,558 Closed
0 $0
Q3 2019

Nov 13, 2019
SELL
$53.6 - $57.42 $4,556 - $4,880
-85 Reduced 0.88%
9,558 $535,000
Q1 2019

May 09, 2019
BUY
$45.53 - $54.18 $439,045 - $522,457
9,643 New
9,643 $520,000

Others Institutions Holding IWR

# of Institutions
1,608
Shares Held
377M
Call Options Held
198K
Put Options Held
37.3K
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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