Investment Advisory Group, LLC Ishares Russell Mid Cap ETF Transaction History

Investment Advisory Group, LLC

$290 Million
Q1 2025

A detailed history of Investment Advisory Group, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Investment Advisory Group, LLC holds 8,642 shares of IWR stock, worth $731,372. This represents 0.25% of its overall portfolio holdings.

Number of Shares

8,642

Previous 8,598 0.51%

Holding current value

$731,372

Previous $760,000 3.82%

% of portfolio

0.25%

Previous 0.26%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$82.81 - $92.93 $3,643 - $4,088	44 Added 0.51%	8,642 $731,000
Q4 2024 Jan 17, 2025	SELL	$87.25 - $95.52 $4,711 - $5,158	-54 Reduced 0.62%	8,598 $760,000
Q3 2024 Oct 15, 2024	BUY	$79.92 - $88.19 $11,508 - $12,699	144 Added 1.69%	8,652 $762,000
Q2 2024 Jul 31, 2024	SELL	$78.66 - $83.59 $8,888 - $9,445	-113 Reduced 1.31%	8,508 $689,000
Q1 2024 Apr 29, 2024	SELL	$75.37 - $84.09 $38,815 - $43,306	-515 Reduced 5.64%	8,621 $724,000
Q4 2023 Jan 30, 2024	SELL	$64.84 - $78.27 $842 - $1,017	-13 Reduced 0.14%	9,136 $710,000
Q2 2023 Jul 17, 2023	BUY	$67.49 - $73.03 $67 - $73	1 Added 0.01%	9,149 $668,000
Q4 2022 Jan 19, 2023	BUY	$62.09 - $71.89 $10,617 - $12,293	171 Added 1.9%	9,148 $0
Q3 2022 Oct 24, 2022	BUY	$62.15 - $74.82 $33,001 - $39,729	531 Added 6.29%	8,977 $558,000
Q4 2021 Feb 11, 2022	BUY	$78.41 - $85.28 $662,250 - $720,274	8,446 New	8,446 $659,000

Others Institutions Holding IWR

# of Institutions

1,535

Shares Held

369M

Call Options Held

180K

Put Options Held

19.1K

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 Investment Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investment Advisory Group, LLC with notifications on news.

Account

Investment Advisory Group, LLC Ishares Russell Mid Cap ETF Transaction History