Diversify Advisory Services, LLC Ishares Russell Mid Cap ETF Transaction History

Diversify Advisory Services, LLC

$2.98 Trillion
Q3 2025

A detailed history of Diversify Advisory Services, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 11,572 shares of IWR stock, worth $1.09 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,572

Previous 12,674 8.69%

Holding current value

$1.09 Million

Previous $1.19 Billion 7.15%

% of portfolio

0.04%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$92.26 - $97.51 $101,670 - $107,456	-1,102 Reduced 8.69%	11,572 $1.11 Billion
Q2 2025 Aug 14, 2025	BUY	$74.88 - $91.97 $690,917 - $848,607	9,227 Added 267.68%	12,674 $1.19 Billion
Q1 2025 May 05, 2025	SELL	$82.81 - $92.93 $80,242 - $90,049	-969 Reduced 21.94%	3,447 $290 Million
Q4 2024 Jan 16, 2025	BUY	$87.25 - $95.52 $385,296 - $421,816	4,416 New	4,416 $387 Million
Q2 2024 Jul 12, 2024	SELL	$78.66 - $83.59 $20.9 Million - $22.2 Million	-265,940 Reduced 99.01%	2,663 $215 Million

Q1 2024 Apr 30, 2024	BUY	$75.37 - $84.09 $20.2 Million - $22.6 Million	268,603 New	268,603 $22.4 Billion

Others Institutions Holding IWR

# of Institutions

1,638

Shares Held

391M

Call Options Held

208K

Put Options Held

28.7K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Diversify Advisory Services, LLC Ishares Russell Mid Cap ETF Transaction History