Duncan Williams Asset Management, LLC Ishares Russell Mid Cap ETF Transaction History

Duncan Williams Asset Management, LLC

  • $355 Billion
  • Q3 2025

A detailed history of Duncan Williams Asset Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Duncan Williams Asset Management, LLC holds 3,922 shares of IWR stock, worth $371,099. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,922
Holding current value
$371,099
% of portfolio
0.11%

Shares

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

Nov 12, 2025
BUY
$92.26 - $97.51 $361,843 - $382,434
3,922 New
3,922 $379 Million
Q2 2025

Jul 22, 2025
BUY
$74.88 - $91.97 $313,148 - $384,618
4,182 New
4,182 $385 Million
Q1 2025

Apr 21, 2025
SELL
$82.81 - $92.93 $331 - $371
-4 Reduced 0.1%
4,187 $356 Million
Q4 2024

Jan 21, 2025
SELL
$87.25 - $95.52 $2,181 - $2,388
-25 Reduced 0.59%
4,191 $370 Million
Q3 2024

Oct 03, 2024
BUY
$79.92 - $88.19 $336,942 - $371,809
4,216 New
4,216 $372 Million

Others Institutions Holding IWR

# of Institutions
1,635
Shares Held
391M
Call Options Held
208K
Put Options Held
28.7K
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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