Fiducient Advisors LLC Ishares Russell Mid Cap ETF Transaction History

Fiducient Advisors LLC

$799 Million
Q1 2025

A detailed history of Fiducient Advisors LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Fiducient Advisors LLC holds 16,139 shares of IWR stock, worth $1.44 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

16,139

Previous 15,448 4.47%

Holding current value

$1.44 Million

Previous $1.37 Million 0.51%

% of portfolio

0.17%

Previous 0.17%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$82.81 - $92.93 $57,221 - $64,214	691 Added 4.47%	16,139 $1.37 Million
Q4 2024 Feb 13, 2025	BUY	$87.25 - $95.52 $2,966 - $3,247	34 Added 0.22%	15,448 $1.37 Million
Q3 2024 Oct 25, 2024	SELL	$79.92 - $88.19 $120,599 - $133,078	-1,509 Reduced 8.92%	15,414 $1.36 Million
Q2 2024 Aug 06, 2024	BUY	$78.66 - $83.59 $253,678 - $269,577	3,225 Added 23.54%	16,923 $1.37 Million
Q1 2024 May 10, 2024	BUY	$75.37 - $84.09 $110,793 - $123,612	1,470 Added 12.02%	13,698 $1.15 Million
Q4 2023 Feb 05, 2024	BUY	$64.84 - $78.27 $4,603 - $5,557	71 Added 0.58%	12,228 $950,000
Q3 2023 Nov 03, 2023	BUY	$68.54 - $75.91 $299,108 - $331,271	4,364 Added 56.0%	12,157 $841,000
Q2 2023 Aug 01, 2023	BUY	$67.49 - $73.03 $1,349 - $1,460	20 Added 0.26%	7,793 $569,000
Q1 2023 May 08, 2023	SELL	$66.27 - $75.04 $77,072 - $87,271	-1,163 Reduced 13.01%	7,773 $543,000
Q4 2022 Feb 03, 2023	BUY	$62.09 - $71.89 $73,949 - $85,620	1,191 Added 15.38%	8,936 $602,000
Q2 2022 Aug 04, 2022	BUY	$62.75 - $78.76 $1,568 - $1,969	25 Added 0.32%	7,745 $501,000
Q1 2022 May 09, 2022	BUY	$72.29 - $82.89 $165,038 - $189,237	2,283 Added 41.99%	7,720 $602,000
Q4 2021 Feb 11, 2022	BUY	$78.41 - $85.28 $2,822 - $3,070	36 Added 0.67%	5,437 $451,000
Q2 2021 Aug 12, 2021	SELL	$74.82 - $79.61 $866,116 - $921,565	-11,576 Reduced 68.19%	5,401 $428,000
Q1 2021 May 14, 2021	BUY	$67.45 - $75.68 $800,091 - $897,716	11,862 Added 231.91%	16,977 $1.26 Million
Q4 2020 Feb 11, 2021	BUY	$57.75 - $68.61 $1,039 - $1,234	18 Added 0.35%	5,115 $351,000
Q3 2020 Nov 12, 2020	SELL	$53.47 - $60.19 $958,289 - $1.08 Million	-17,922 Reduced 77.86%	5,097 $292,000
Q2 2020 Aug 11, 2020	SELL	$40.64 - $57.63 $1.04 Million - $1.48 Million	-25,601 Reduced 52.66%	23,019 $1.23 Million
Q1 2020 May 08, 2020	BUY	$36.81 - $61.96 $750,592 - $1.26 Million	20,391 Added 72.23%	48,620 $2.1 Million
Q4 2019 Feb 14, 2020	BUY	$54.12 - $59.69 $2,110 - $2,327	39 Added 0.14%	28,229 $1.68 Million
Q3 2019 Nov 12, 2019	BUY	$53.6 - $57.42 $25,888 - $27,733	483 Added 1.74%	28,190 $1.58 Million
Q2 2019 Aug 13, 2019	SELL	$52.53 - $56.11 $3.1 Million - $3.31 Million	-59,038 Reduced 68.06%	27,707 $1.55 Million
Q1 2019 May 10, 2019	BUY	$45.53 - $54.18 $2.13 Million - $2.53 Million	46,747 Added 116.87%	86,745 $4.68 Million
Q4 2018 Feb 14, 2019	BUY	$43.7 - $54.95 $1.34 Million - $1.68 Million	30,659 Added 328.29%	39,998 $1.86 Million
Q3 2018 Nov 14, 2018	SELL	$52.87 - $56.02 $2,432 - $2,576	-46 Reduced 0.49%	9,339 $2.06 Million
Q2 2018 Nov 14, 2018	BUY	$50.43 - $54.42 $473,285 - $510,731	9,385 New	9,385 $1.99 Million
Q2 2018 Aug 10, 2018	SELL	$50.43 - $54.42 $515,394 - $556,172	-10,220 Closed	0 $0
Q1 2018 Nov 14, 2018	BUY	$49.67 - $55.0 $507,627 - $562,100	10,220 New	10,220 $2.11 Million

Others Institutions Holding IWR

# of Institutions

1,538

Shares Held

382M

Call Options Held

151K

Put Options Held

164K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiducient Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiducient Advisors LLC with notifications on news.

Account

Fiducient Advisors LLC Ishares Russell Mid Cap ETF Transaction History