Inves Trust Ishares Russell Mid Cap ETF Transaction History

Inves Trust

$366 Billion
Q1 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 $426,348. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,743

Previous 4,743 -0.0%

Holding current value

$426,348

Previous $419 Million 3.8%

% of portfolio

0.11%

Previous 0.12%

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

1,538

Shares Held

382M

Call Options Held

151K

Put Options Held

164K

Jones Financial Companies Lllp

66.5M
Shares

$5.98 Billion
5.09% of portfolio
Bank Of America Corp Charlotte, NC

62.5M
Shares

$5.61 Billion
0.44% of portfolio
Wells Fargo & Company San Francisco, CA

38.3M
Shares

$3.44 Billion
0.76% of portfolio
Us Bancorp \De\

19.3M
Shares

$1.74 Billion
2.22% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

13.2M
Shares

$1.18 Billion
0.59% of portfolio

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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