Ifp Advisors, Inc Ishares Russell Mid Cap ETF Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Ifp Advisors, Inc holds 8,485 shares of IWR stock, worth $751,261. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,485

Previous 7,859 7.97%

Holding current value

$751,261

Previous $694,000 3.89%

% of portfolio

0.02%

Previous 0.02%

38 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$82.81 - $92.93 $51,839 - $58,174	626 Added 7.97%	8,485 $721,000
Q4 2024 Feb 04, 2025	BUY	$87.25 - $95.52 $468,707 - $513,133	5,372 Added 216.0%	7,859 $694,000
Q3 2024 Feb 04, 2025	BUY	$79.92 - $88.19 $77,282 - $85,279	967 Added 63.62%	2,487 $219,000
Q2 2024 Jul 30, 2024	BUY	$78.66 - $83.59 $157 - $167	2 Added 0.13%	1,520 $123,000
Q1 2024 Jul 30, 2024	BUY	$75.37 - $84.09 $13,491 - $15,052	179 Added 13.37%	1,518 $127,000
Q4 2023 Jan 09, 2024	SELL	$64.84 - $78.27 $24,963 - $30,133	-385 Reduced 22.33%	1,339 $104,000
Q3 2023 Oct 12, 2023	SELL	$68.54 - $75.91 $4,934 - $5,465	-72 Reduced 4.01%	1,724 $119,000
Q2 2023 Aug 04, 2023	SELL	$67.49 - $73.03 $43,126 - $46,666	-639 Reduced 26.24%	1,796 $131,000
Q1 2023 Apr 18, 2023	SELL	$66.27 - $75.04 $247,584 - $280,349	-3,736 Reduced 60.54%	2,435 $170,000
Q4 2022 Feb 07, 2023	SELL	$62.09 - $71.89 $26,201 - $30,337	-422 Reduced 6.4%	6,171 $1.32 Million
Q3 2022 Nov 08, 2022	BUY	$62.15 - $74.82 $21,441 - $25,812	345 Added 5.52%	6,593 $1.46 Million
Q2 2022 Sep 06, 2022	BUY	$62.75 - $78.76 $392,062 - $492,092	6,248 New	6,248 $1.38 Million
Q2 2022 Aug 12, 2022	SELL	$62.75 - $78.76 $392,062 - $492,092	-6,248 Closed	0 $0
Q1 2022 Sep 06, 2022	SELL	$72.29 - $82.89 $100,121 - $114,802	-1,385 Reduced 18.14%	6,248 $487,000
Q1 2022 Aug 08, 2022	SELL	$72.29 - $82.89 $212,098 - $243,199	-2,934 Reduced 27.77%	7,633 $595,000
Q4 2021 Jan 12, 2022	BUY	$78.41 - $85.28 $143,019 - $155,550	1,824 Added 20.86%	10,567 $881,000
Q3 2021 Oct 06, 2021	SELL	$76.44 - $82.59 $76 - $82	-1 Reduced 0.01%	8,743 $684,000
Q2 2021 Jul 13, 2021	BUY	$74.82 - $79.61 $187,573 - $199,582	2,507 Added 40.2%	8,744 $692,000
Q1 2021 Apr 30, 2021	BUY	$67.45 - $75.68 $332,123 - $372,648	4,924 Added 375.02%	6,237 $459,000
Q4 2020 Jan 25, 2021	BUY	$57.75 - $68.61 $13,571 - $16,123	235 Added 21.8%	1,313 $89,000
Q3 2020 Oct 29, 2020	BUY	$53.47 - $60.19 $6,416 - $7,222	120 Added 12.53%	1,078 $62,000
Q2 2020 Aug 05, 2020	SELL	$40.64 - $57.63 $3,779 - $5,359	-93 Reduced 8.85%	958 $51,000
Q1 2020 May 12, 2020	SELL	$36.81 - $61.96 $68,466 - $115,245	-1,860 Reduced 63.9%	1,051 $47,000
Q4 2019 Jan 17, 2020	SELL	$54.12 - $59.69 $234,014 - $258,099	-4,324 Reduced 59.77%	2,911 $175,000
Q3 2019 Nov 07, 2019	SELL	$53.6 - $57.42 $1.21 Million - $1.29 Million	-22,544 Reduced 75.7%	7,235 $402,000
Q1 2019 May 15, 2019	SELL	$45.53 - $54.18 $589,249 - $701,197	-12,942 Reduced 30.29%	29,779 $1.61 Million
Q4 2018 Jan 23, 2019	BUY	$43.7 - $54.95 $1.28 Million - $1.61 Million	29,371 Added 220.01%	42,721 $1.99 Million
Q3 2018 Oct 25, 2018	BUY	$52.87 - $56.02 $3,912 - $4,145	74 Added 0.56%	13,350 $0
Q2 2018 Aug 07, 2018	BUY	$50.43 - $54.42 $249,477 - $269,215	4,947 Added 59.39%	13,276 $0
Q1 2018 Jun 03, 2019	BUY	$49.67 - $55.0 $72,269 - $80,025	1,455 Added 21.17%	8,329 $1.73 Million
Q1 2018 May 09, 2018	SELL	$49.67 - $55.0 $72,269 - $80,025	-1,455 Reduced 17.47%	6,874 $0
Q4 2017 Jan 24, 2018	SELL	$49.53 - $52.32 $15,057 - $15,905	-304 Reduced 3.52%	8,329 $0
Q3 2017 Oct 30, 2017	BUY	$48.84 - $49.29 $14,554 - $14,688	298 Added 3.58%	8,633 $1.7 Million
Q2 2017 Jun 03, 2019	BUY	N/A	851 Added 11.37%	8,335 $1.6 Million
Q1 2017 Jun 03, 2019	SELL	N/A	-913 Reduced 10.87%	7,484 $1.4 Million
Q4 2016 Jun 03, 2019	BUY	N/A	1,337 Added 18.94%	8,397 $1.5 Million
Q2 2016 Jun 03, 2019	SELL	N/A	-22,719 Reduced 76.29%	7,060 $1.19 Million
Q1 2016 Jun 03, 2019	BUY	N/A	29,779	29,779 $1.61 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 Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account