Davies Financial Advisors, Inc. Ishares Russell Mid Cap ETF Transaction History

Davies Financial Advisors, Inc.

  • $123 Billion
  • Q3 2025

A detailed history of Davies Financial Advisors, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 6,767 shares of IWR stock, worth $643,406. This represents 0.53% of its overall portfolio holdings.

Number of Shares
6,767
Previous 6,728 0.58%
Holding current value
$643,406
Previous $619 Million 5.59%
% of portfolio
0.53%
Previous 0.48%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$92.26 - $97.51 $3,598 - $3,802
39 Added 0.58%
6,767 $653 Million
Q2 2025

Aug 08, 2025
BUY
$74.88 - $91.97 $503,792 - $618,774
6,728 New
6,728 $619 Million

Others Institutions Holding IWR

# of Institutions
1,606
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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