First Foundation Advisors Ishares Russell Mid Cap ETF Transaction History

First Foundation Advisors

$2.56 Billion
Q2 2024

A detailed history of First Foundation Advisors transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, First Foundation Advisors holds 435,267 shares of IWR stock, worth $38.3 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

435,267

Previous 421,140 3.35%

Holding current value

$38.3 Million

Previous $35.4 Million 0.34%

% of portfolio

1.38%

Previous 1.45%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$78.66 - $83.59 $1.11 Million - $1.18 Million	14,127 Added 3.35%	435,267 $35.3 Million
Q1 2024 May 09, 2024	BUY	$75.37 - $84.09 $1.73 Million - $1.93 Million	22,913 Added 5.75%	421,140 $35.4 Million
Q4 2023 Feb 14, 2024	BUY	$64.84 - $78.27 $3.3 Million - $3.98 Million	50,823 Added 14.63%	398,227 $31 Million
Q3 2023 Nov 15, 2023	BUY	$68.54 - $75.91 $2.88 Million - $3.19 Million	42,040 Added 13.77%	347,404 $24.1 Million
Q2 2023 Aug 14, 2023	BUY	$67.49 - $73.03 $536,410 - $580,442	7,948 Added 2.67%	305,364 $22.3 Million
Q1 2023 May 12, 2023	SELL	$66.27 - $75.04 $3.41 Million - $3.87 Million	-51,522 Reduced 14.77%	297,416 $20.8 Million
Q4 2022 Feb 14, 2023	BUY	$62.09 - $71.89 $6.57 Million - $7.61 Million	105,821 Added 43.53%	348,938 $23.5 Million
Q3 2022 Nov 10, 2022	BUY	$62.15 - $74.82 $7.64 Million - $9.19 Million	122,860 Added 102.16%	243,117 $15.1 Million
Q2 2022 Aug 12, 2022	BUY	$62.75 - $78.76 $7.01 Million - $8.79 Million	111,655 Added 1298.01%	120,257 $7.78 Million
Q1 2022 May 05, 2022	BUY	$72.29 - $82.89 $40,048 - $45,921	554 Added 6.88%	8,602 $671,000
Q4 2021 Feb 14, 2022	BUY	$78.41 - $85.28 $28,227 - $30,700	360 Added 4.68%	8,048 $668,000
Q3 2021 Nov 15, 2021	SELL	$76.44 - $82.59 $6,879 - $7,433	-90 Reduced 1.16%	7,688 $601,000
Q2 2021 Aug 13, 2021	BUY	$74.82 - $79.61 $7,481 - $7,961	100 Added 1.3%	7,778 $616,000
Q1 2021 May 18, 2021	SELL	$67.45 - $75.68 $202 - $227	-3 Reduced 0.04%	7,678 $568,000
Q4 2020 Feb 16, 2021	SELL	$57.75 - $68.61 $13,744 - $16,329	-238 Reduced 3.01%	7,681 $527,000
Q2 2020 Aug 14, 2020	SELL	$40.64 - $57.63 $8,778 - $12,448	-216 Reduced 2.66%	7,919 $424,000
Q1 2020 May 11, 2020	BUY	$36.81 - $61.96 $299,449 - $504,044	8,135 New	8,135 $351,000

Others Institutions Holding IWR

# of Institutions

1,337

Shares Held

341M

Call Options Held

126K

Put Options Held

14.1K

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 First Foundation Advisors, based on Form 13F filings with the SEC.

News

Stay updated on First Foundation Advisors with notifications on news.

Account

First Foundation Advisors Ishares Russell Mid Cap ETF Transaction History