Heritage Wealth Advisors Ishares Russell Mid Cap ETF Transaction History

Heritage Wealth Advisors

$1.91 Billion
Q1 2025

A detailed history of Heritage Wealth Advisors transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 22,305 shares of IWR stock, worth $2 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

22,305

Previous 23,521 5.17%

Holding current value

$2 Million

Previous $2.08 Million 8.75%

% of portfolio

0.1%

Previous 0.11%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$82.81 - $92.93 $100,696 - $113,002	-1,216 Reduced 5.17%	22,305 $1.9 Million
Q4 2024 Feb 11, 2025	SELL	$87.25 - $95.52 $4,537 - $4,967	-52 Reduced 0.22%	23,521 $2.08 Million
Q2 2024 Dec 12, 2024	BUY	$78.66 - $83.59 $52,938 - $56,256	673 Added 2.94%	23,573 $1.91 Million
Q2 2024 Aug 05, 2024	BUY	$78.66 - $83.59 $52,938 - $56,256	673 Added 2.94%	23,573 $1.91 Million
Q1 2024 Dec 12, 2024	BUY	$75.37 - $84.09 $538,895 - $601,243	7,150 Added 45.4%	22,900 $1.93 Million
Q1 2024 May 08, 2024	BUY	$75.37 - $84.09 $538,895 - $601,243	7,150 Added 45.4%	22,900 $1.93 Million
Q4 2023 Dec 12, 2024	SELL	$64.84 - $78.27 $1,296 - $1,565	-20 Reduced 0.13%	15,750 $1.22 Million
Q4 2023 Feb 09, 2024	SELL	$64.84 - $78.27 $1,296 - $1,565	-20 Reduced 0.13%	15,750 $1.22 Million
Q2 2023 Dec 12, 2024	SELL	$67.49 - $73.03 $526,624 - $569,853	-7,803 Reduced 33.1%	15,770 $1.15 Million
Q1 2023 May 04, 2023	BUY	$66.27 - $75.04 $19,881 - $22,512	300 Added 1.94%	15,770 $1.1 Million
Q4 2022 Dec 12, 2024	BUY	$62.09 - $71.89 $12,418 - $14,378	200 Added 1.31%	15,470 $1.04 Million
Q4 2022 Feb 06, 2023	BUY	$62.09 - $71.89 $12,418 - $14,378	200 Added 1.31%	15,470 $1.04 Million
Q3 2022 Dec 12, 2024	SELL	$62.15 - $74.82 $516,031 - $621,230	-8,303 Reduced 35.22%	15,270 $949,000
Q3 2022 Nov 10, 2022	BUY	$62.15 - $74.82 $994 - $1,197	16 Added 0.1%	15,270 $949,000
Q2 2022 Aug 04, 2022	BUY	$62.75 - $78.76 $13,805 - $17,327	220 Added 1.46%	15,254 $986,000
Q1 2022 May 11, 2022	BUY	$72.29 - $82.89 $3,614 - $4,144	50 Added 0.33%	15,034 $1.17 Million
Q2 2020 Jul 17, 2020	BUY	$40.64 - $57.63 $397,621 - $563,851	9,784 Added 188.15%	14,984 $803,000
Q2 2020 Jul 17, 2020	SELL	$40.64 - $57.63 $804,021 - $1.14 Million	-19,784 Reduced 79.19%	5,200 $803,000
Q3 2019 Oct 30, 2019	BUY	$53.6 - $57.42 $1.26 Million - $1.35 Million	23,424 Added 1501.54%	24,984 $1.4 Million
Q4 2018 Jan 28, 2019	BUY	$43.7 - $54.95 $68,172 - $85,722	1,560 New	1,560 $72,000

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

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Heritage Wealth Advisors Ishares Russell Mid Cap ETF Transaction History