Inves Trust Ishares Russell Mid Cap ETF Transaction History

Inves Trust

$259 Billion
Q2 2025

A detailed history of Inves Trust transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Inves Trust holds 4,743 shares of IWR stock, worth $442,237. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,743

Previous 4,743 -0.0%

Holding current value

$442,237

Previous $403 Million 8.11%

% of portfolio

0.17%

Previous 0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 08, 2025	BUY	$87.25 - $95.52 $413,826 - $453,051	4,743 New	4,743 $419 Million

Others Institutions Holding IWR

# of Institutions

1,584

Shares Held

370M

Call Options Held

151K

Put Options Held

30.1K

Jones Financial Companies Lllp

66.5M
Shares

$6.2 Billion
5.09% of portfolio
Bank Of America Corp Charlotte, NC

62.5M
Shares

$5.82 Billion
0.44% of portfolio
Wells Fargo & Company San Francisco, CA

38.3M
Shares

$3.57 Billion
0.76% of portfolio
Us Bancorp \De\

13.9M
Shares

$1.3 Billion
1.64% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

12.9M
Shares

$1.2 Billion
0.77% of portfolio

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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